Gold Coast and Ballina Financial Planning Services

Welcome to Josman Financial Group

Matthew Brown Dip FS     Authorised Representative Managing Director

Comprehensive Financial Planning Service

We offer a Comprehensive Financial Planning Service covering:

• Wealth Creation
• Gearing
• Superannuation
• Investments
• Retirement
• Insurance

Since 2004, Josman Financial Group and its associated group of Companies have been market leading brands in the Financial Services Industry. Headed by Matthew Brown who has over 20 years experience, Josman Financial Group has developed a Unique Lifestyle Wealth Management Plan and comprehensive approach to all things financial leading to an impeccable reputation and respect amongst our clients and peers.

Our years of experience have nurtured business and professional relationships with market leaders in fund management, strategy development and product services. We are committed to ensuring that we deliver valued service to our clients while maintaining our high standards of business ethics, confidentiality and privacy.

The decisions you make today will affect the lifestyle you and your family will have in the future.

Are you getting the right advice tailored for you? Are all your goals and dreams being achieved?  Then ask us about our 3 steps to success.

• Broadbeach Office – Servicing the Gold Coast and Brisbane - Ph: 07 5554 4000
• Ballina Office – Servicing Northern New South Wales - Ph: 02 6686 7600

Certified Quality Advice Practice:  Josman Financial Group was awarded the Certified Quality Advice Practice (CQAP) status by AXA which is a most sought after accreditation. According to AXA's National Compliance and Advisory Services Manager Simon Wallace, "Only those practices whose business management and service procedures meet the highest standards of quality financial advice can achieve CQAP status".

All with quality advice you can trust.  Financial Planning advice will be provided by Josman Planning Pty Ltd and Josman Ballina Pty Ltd both trading as Josman Financial Group, a Corporate Authorised Representative of Charter Financial Planning Limited AFL 234665.