With regular appointments and discussions, always leave feeling...

Anonymous client survey

01-01-1970

“It was a very fast, helpful and friendly response from Matthew Brown”. Ask an Expert program 2010 where prominent Financial Planners where asked to give general advice to consumers.

Antonia Mihalis
Marketing Campaigns Adviser
Financial Planners Association


07-02-2010

If Matthew is unavailable for any reason we always go to Jenny who is excellent.

Ross and Noelene



I know I'm not a big fish but I can definitely see your point of difference, you guys add lots of little bits of extra value service. I haven't had any other companies add so much. Wayne and I are so impressed we will be getting some advice at a later stage with regards to how to re-structure our current property ventures and maximise the tax advantage.

Wayne and Tania Longworth



08-02-2010

Matthew and his staff are professional, caring and most accomodating. Am more than happy to put my name on this.

Neryl Barrick



I am very happy with the excellent service I’m receiving from Brian Davis and the JFG team. Recently, my situation required several appointments with Brian to sort things out; even so, I still had my annual review as well, which was very reassuring. Rachel is helpful, efficient and friendly as is Kory. I’m relying on Brian/JFG to steer me in the right direction for a pleasant, carefree retirement.

Barbara Muller


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2010 Federal Budget Summary

2010 Federal Budget Summary

Personal income tax cuts The Treasurer reiterated relatively modest tax cuts announced...

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Investing with Confidence in 2010

Investing with Confidence in 2010

Over the last 12 months since March 2009, we have seen the markets turnaround and recover some...

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The Markets - 12 months on

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The Markets - 12 months on (March 2010) Last Saturday was March 6th 2010, and it was...

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Retiring on investment interest: can it be done?

Retiring on investment interest: can it be done?

The first and sometimes only retirement income plan that comes to mind for the average investor...

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Tracey Roberts

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Josman Planning Pty Ltd and Josman Ballina Pty Ltd are both trading as Josman Financial Group
and are Corporate Authorised Representatives of
Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands, GPO Box 2830AA, Melbourne VIC 3000

 

 
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