Align your money with what is important to you.

Financial planning for lasting impact.

Money can be confusing and complex.

You are busy doing life and helping others. But, when it comes to money, you may not be sure what to do next.

At JEM Wealth, you gain clarity about your life’s direction and we help you strategically align your money with your goals. You can focus on your calling, worry less about the funding, and enjoy life.

Schedule a call with us

Uncertainty to clarity

Clients often tell us,
“You really get me and I am so glad to have met you when I did”.
Through market ups and downs, as well as your family and health ups and downs, we always have a tip or a change to make to ensure your finances keep up with you.
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Direction

Know where you are heading…it is easier said, than done! Our advisers get to know you, your past and your dreams, to clarify your life goals. Next, we work together to create measurable, time-based, impactful financial goals and track your progress over years and decades.

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Purpose

Use money to fund the things that are closest to your heart.
Do you want to reduce your work hours so you can do ministry work? Or, do you wish you could make a big impact for your grandkids? Whether you want to gift an early inheritance, or want to forgo paid employment to be a stay-at-home-mum, we have the resources, advice and education to aid you in achieving what you care about.

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Legacy

Leave a legacy for your family and a lasting impact on the world. This looks different for everyone.
We believe your legacy starts with training your children in the appropriate, and strategic, importance of money as a useful tool. Some of our clients wish to keep the family home, rather than use it to fund aged care costs, and others are setting up trusts to continue gifting after their passing. Wherever you sit on the scale, we can ensure your wishes are included in your plan.

Our present is your future

You want to feel confident that your financial situation is secure. The problem is, you may not have someone to trust when it comes to helping you make big decisions.

We get it. There are too many options.

We want to see every Australian stewarding their resources to the best of their ability; planning, spending and saving wisely. This means building wealth while taking care of ourselves, our families and the world around us; not at the expense of others.

At JEM Wealth, Christian values drive everything we do. We want to see everyone find the right balance between building wealth and fulfilling their purpose.

We believe giving is just as important as getting.
And here, we want to be your adviser for your lifetime – we hold ourselves to the highest standards of care and compassion. Giving, rather than getting.

Happy clients

4.4

Brenton T.

Friendly, professional and achieve great results

Christopher B.

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.

Melody F.

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

Jennifer H.

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.

Katelyn M.

Joseph 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.

Phillip C.

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.

Nathan D.

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

Brendan B.

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

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.

Getting ready for retirement

You may be asking,
“How much is enough?”
Our clients have confidence to look at the future, and laugh at the things to come. We have expertly guided 220 clients (and counting) into hundreds of different styles of retirement. Accumulatively, our advisers have over 60 years of experience in retirement planning for hard-working Australians from all walks of life and industries. We call it, ‘financial independence,’ for our ministry workers.

Navigating life on your own

Life has thrown you some curveballs. Perhaps you have experienced a divorce, death of a loved one, or been shaken by a redundancy or diagnosis that you had not expected.
We can be your advocate and compassionate second opinion. You do not have to do money on your own.

Ben and Brett

Not-for-profit investing

You are a Christian not-for-profit organisation with a passion for growth and proper stewardship.
We can help you grow your cash reserves, meet your fiduciary requirements and even implement financial decisions on your behalf. Our passion and impact is backed by the highest level of professionalism and most competitive market-driven research and technology.

Build wealth with purpose

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1. Schedule a call with us

Schedule a free, 20-minute introductory call with Liam, at a time that suits you best. By the end of the call, you will know how we may be able to assist you and what costs may be involved.

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2. Research and plan

We will get to know you in great detail, before researching your situation and our recommendations. The financial plan we create will align your current resources with your values-based goals. Our expert team will implement this with you, and our advisers will track your results over the years.

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3. Live and give

Enjoy everything life has to offer, knowing your resources are optimised for the current market and legislative environment. You can enjoy the now, while your finances have minimised risk and maximised your future.

Schedule a call

Get in touch

JEM Toowoomba

69 Herries Street
Toowoomba, QLD 4350

JEM Brisbane

447 Ipswich Road
Annerley QLD 4103

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Align your money with what is important to you.

Money can be confusing and complex.