Financial Planning
“Free your heart and mind of financial worry by taking steps today towards your goals of tomorrow.” Andrea Jenkins
At Jenbury Financial, we do things a little differently to others. We are a values-based company with a strong and clear purpose – to empower people to make informed decisions about their wealth so they can achieve their goals and live their desired lifestyle.
Our values of professionalism, genuine care, tailored solutions and empowerment through education, underpin the way we do business. Combined with our extensive experience and specialist expertise in the areas of superannuation, investments and debt management / cash flow, we are your trusted adviser when it comes to creating, growing and protecting your wealth.
Principal of Jenbury Financial, Andrea Jenkins, is an award-winning Certified Financial Planner.
Growing up in a very minimalistic household where there was enough but never anything extra, Andrea learned very early that fear and anxiety about money was something she didn’t want in her future.
Now, she is the trusted adviser of many people, just like you, who want to live their life free of financial worry.
People have many common fears and worries about money – living from pay cheque to pay cheque, spending more than they earn, relying on the credit card to make ends meet each month, being dependent on the aged pension upon retirement, among many others. So, how do you take control of your finances and alleviate this financial fear?
The first step is to create a financial plan; a plan based on your personal and professional situation, your short and long-term goals, including how you want to live your life once you are not working full-time. This is Andrea’s specialty.
Disciplined planning + practical strategies = logical solutions. This epitomises Andrea’s approach to financial planning.
“I love the technical knowledge of financial planning. Superannuation, in particular, is very complex and I love unravelling the puzzle and then using the structures and strategies to help someone build their dream.
I am passionate about educating my clients so they can make informed decisions about their wealth. Whether you are in your 50s and starting to think about retirement, going through a divorce, have received an inheritance, payout or unexpected windfall, or just starting out in your career, it’s never too early or too late to start your financial plan. Often, it’s a case of you don’t know what you don’t know.
With so many investment options, financial products and superannuation providers on the market, it can be difficult to know what’s best for your individual circumstances. That’s where we can help.”
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