JEM Wealth is a financial planning business based in Toowoomba, in the heart of the Darling Downs region of Queensland. The majority of JEM Wealth’s clients are local to the Toowoomba area and drop in regularly to the business for reviews and appointments. Clients are not just restricted to this area as JEM Wealth looks after clients pretty much anywhere, with clients living in Warwick, Allora, Dalby, Goondiwindi, Gladstone, Brisbane, Sydney, Melbourne, Sunshine Coast, Gold Coast and Northern NSW Coast and even Fiji. Ben regularly travels to these clients to catch up for reviews. He is yet to make it to Fiji.
JEM Wealth was founded in 2014 with a goal of providing specialist financial advice to everyday people. This advice is provided to help people create or maintain their wealth. Not just financial wealth but wealthiness throughout other areas of life. JEM is able to provide advice on the following areas:
Like everyone else, we had those nagging doubts about when we would be able to retire, and how we would live when that day came. From our first meeting with Ben we knew we had someone we could trust to give us honest advice on our financial plans. Ben talked with us about what we wanted and built a plan that exactly matches our needs.
When I first met Ben, our portfolio was not in good shape. With Ben’s knowledge of this complex industry, I now fully understand my portfolio and it meets all my needs. Ben has a genuine concern for all his clients’ welfare and financial position which is the quite rare in this industry.
Ben’s experience and knowledge has been passed on to his amazing team who work efficiently and professionally alongside Ben giving you total confidence JEM Wealth Financial Planning.
We were so glad that we didn’t wait until retirement was upon us before meeting with Ben. He positioned our superannuation and other finances so that when it happened sooner than expected, retirement was not only possible, but also painless
I came to see Ben to get an overall picture of my financial situation to see how I was likely to fair in retirement. I had previously seen other advisers who had recommended to me what suited them, but Ben worked out what suited me and what I was comfortable with. I liked that he was willing to think outside the box for my investment options to create a plan I was comfortable with. With his help I will be able to achieve an early retirement. Ben is known for his integrity and client focus.
