Align your money with what's important to you.

Financial planning for lasting impact.

Money can be confusing and complex.

You are busy navigating life and helping others. But, when it comes to money, you aren't sure what happens next.

At JEM Wealth, we help you make important decisions about your money, so you can worry less, enjoy life and fulfil your purpose.

Schedule a call

Uncertainty to clarity

Clients say what they love most about working with us is that we 'get them'.
We take the time to get to know you and what really matters most to you in life.

Direction

Know where you are heading and feel confident when it comes to money.

Purpose

Use money as a tool to fund the things that are closest to your heart.

Legacy

Leave a legacy for your family and a lasting impact on the world.

Our present is your future

You want to feel confident that your financial situation is secure. The problem is you don't know who to trust when it comes to helping you make the big decisions about your money.

We get it. Money can be tricky.

We need to be stewards of our finances and plan, spend and save wisely. But, that doesn't mean building wealth at the expense of everything and everyone else.

At JEM Wealth, Christian values underpin everything we do. We understand the importance of getting the balance right between building wealth and fulfilling our purpose.

We believe giving is just as important as getting and aim to build long-lasting relationships with our clients.

Happy clients

Friendly, professional and achieve great results

Brenton T.

Dependable financial experts. The advice we received was clear and comprehensive. The performance of our super has already improved. Highly recommend for anyone looking for reliable and personable service.

Christopher B.

JEM wealth offers an incredible service, combining excellent financial advice with genuine customer care.

Melody F.

I have always received excellent personalized service from Ben and the staff at Jem Wealth. They are very helpful and friendly as well as being professional and trustworthy.

Jennifer H.

ricardo K.

Katelyn M.

Ben and the JEM team are dedicated, professional and supportive. We have known Ben and the team for more than 15 years and have always been supported through our financial planning, taxation considerations and paraplanning goals.We would highly recommend and encourage all to make contact with JEM. They always offer alternatives and support to cater to customer needs.They are a friendly and genuine team.

Joseph M.

Ben and the team at JEM Wealth have been amazing for my wife and I over the past 10 years. They have looked after our finances and guided us into retirement. We don't have to worry about our money because we know they have our situation all organised.

Phillip C.

Extremely Happy with the service JEM Wealth Provided. Professional and always kept me up to date with everything. Would Defiantly Recommend,

Nathan D.

I deal with Adam and have always been impressed with his highly professional service and advice. Would recommend to all!

Brendan B.

Guiding you along life's journey

We are there with you along life's journey to help you make decisions about your money that align with your values.

Get ready for retirement

You want to be confident that you will have enough money to enjoy a retirement filled with the things that matter most to you.

Navigating life on your own

Life has thrown you some curveballs, but you are determined to fight back and create a secure future for yourself and those around you.

Investing for the future

You are a Christian non-profit organisation that needs help to make investment decisions to grow the cash reserves and meet your fiduciary requirements.

Build wealth with purpose

1. Schedule a call

Schedule a free 20-minute introductory call to see if we are the right team to help you get clarity and direction.

2. Plan and guide

We will create a financial plan that aligns with your values and provide you with ongoing guidance.

3. Live and give

Enjoy everything life has to offer here and now and build something meaningful for the future.

Schedule a call

Align your money with what's important to you.

Money can be confusing and complex.