In our view, great advice needs to be useful, understandable and tailored specifically to your situation. All three need to be evident in the advice you receive before you should adopt it.
We believe the most useful advice is that which is tailored specifically to you. General advice gets general results, and we’ve never met a client that is happy with that outcome. Therefore we first need to understand you.
Our financial systems, legislation and indeed even our options have never been more complex than they are today. Breaking these down to show you exactly how they work should help you make more informed choices about how your savings will be invested to best support you.
We believe the most useful advice is that which is tailored specifically to you. General advice gets general results, and we’ve never met a client that is happy with that outcome. Therefore we first need to understand you.
Great communication is something we take very seriously when working with all clients. We apply this philosophy each and every time we provide advice, and it's lead to long-standing relationships with many clients.
Our fees and services are discussed openly with clients to ensure the cost and value of advice is well understood. Consultancy work can be undertaken and will be quoted prior to commencement depending on the scope of works.
The motivation for our business is to focus on helping clients to reach their financial milestones and enjoy their financial security. Known for strong communication, lateral thinking and a focus on client outcomes, the mantra of personalised, professional advice has formed the cornerstone of the advice process.
Jamie worked in a Boutique Financial Advice firm in Brisbane City. However, after more than twelve years, it was time for change.
Jamie Wright Financial Services was commenced by its principal and senior adviser, Jamie Wright.
Our evolution as a modern financial planning practice saw us take steps to apply for our own License with the Australian Securities and Investment Commission, making us an independent advice firm from 31 March 2020.
Jamie has a broad knowledge of financial issues and has worked with a cross-section of the community that allows him to understand the needs of different individuals.It is this experience that helps maintain our focus on the delivery of personalised advice.
Contributions to the community are important to Jamie having occupied a board position on a not-for-profit organisation in 2008-09, and regularly speaking to different groups in the community including schools, semi-government bodies and other businesses. He is actively involved in coaching and committee positions for local sport.
Stay up to date with the latest news and events with JWFS and the financial Industry.
This Financial Services Guide is designed to clarify who we are and what we do, and help you decide whether to use our services.
This worksheet is designed to help maintain and keep your household budget in check.
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