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.
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
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.
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Where’s Terry?
Get in touch
JEM Toowoomba
- 69 Herries Street
Toowoomba, QLD 4350
JEM Brisbane
- 643 Logan Road
Greenslopes, QLD 4120