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.
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: