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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 qualifications and experience over many years allow us to manage the advice process so that it remains squarely focused on you, but also looks outside your current circumstances to help you move forward.
Good communication is essential so we discuss ideas, strategies and investments in detail with you before they are documented. We then drive the implementation of agreed changes to ensure that you can benefit from those ideas in the future.
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.
To get this sort of advice we need to have great communication, and it’s something we take very seriously when working with all clients. We apply this philosophy each and every time we provide advice.
Relationships with our clients tend to be long-term, which stands as evidence that we can be a trusted source of advice for you over many years.
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.
We believe that advice properly fitted to you can make you more confident, and allow you to make better decisions. We generally tend to work with people who want to be treated like individuals to recognise the unique nature of personalities, objectives and financial means.
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.
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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.
We recognise that used correctly, debt can be of benefit to some.
Advice on appropriate debt levels, structures, and repayment strategies is provided to our clients. We also have access to professionals that can assist you with your debt needs if required.
We don’t have pre-packaged plans so we need to listen to your needs before we can understand what advice is appropriate.
Sometimes clients don’t know exactly what they want until time is dedicated to asking the right questions about where you’re going and what you want in life. Goal setting forms a large part of our ongoing review service and we adjust our advice as goals change and evolve.
We provide guidance on a range of investment opportunities.
An approved list is in place to narrow the investment universe to a number of asset types/investments that we believe offer quality. Ultimately an asset must prove its compatibility with your investment goals, and we will consider cash, fixed interest, property, shares or a combination of these. your financial plans.
We can provide solutions to the financial impact of certain events by transferring that risk to an insurer.
We have the capability to provide advice on a wide variety of insurances, and have relationships with other professionals where we are unable to implement solutions for clients.
Our advice covers all aspects of retirement planning including the accumulation of superannuation for pre-retirees to retirement phase for those that are ready to rely on their savings to derive a lifelong income stream.
Superannuation can be a complex structure and we can advise on tax strategies using superannuation, contributions, the investment of your superannuation savings and retirement incomes.
We recognise that used correctly, debt can be of benefit to some.
Advice on appropriate debt levels, structures, and repayment strategies is provided to our clients. We also have access to professionals that can assist you with your debt needs if required.
We don’t have pre-packaged plans so we need to listen to your needs before we can understand what advice is appropriate.
Sometimes clients don’t know exactly what they want until time is dedicated to asking the right questions about where you’re going and what you want in life. Goal setting forms a large part of our ongoing review service and we adjust our advice as goals change and evolve.
We provide guidance on a range of investment opportunities.
An approved list is in place to narrow the investment universe to a number of asset types/investments that we believe offer quality. Ultimately an asset must prove its compatibility with your investment goals, and we will consider cash, fixed interest, property, shares or a combination of these. your financial plans.
We can provide solutions to the financial impact of certain events by transferring that risk to an insurer.
We have the capability to provide advice on a wide variety of insurances, and have relationships with other professionals where we are unable to implement solutions for clients.
Our advice covers all aspects of retirement planning including the accumulation of superannuation for pre-retirees to retirement phase for those that are ready to rely on their savings to derive a lifelong income stream.
Superannuation can be a complex structure and we can advise on tax strategies using superannuation, contributions, the investment of your superannuation savings and retirement incomes.
We recognise that used correctly, debt can be of benefit to some.
Advice on appropriate debt levels, structures, and repayment strategies is provided to our clients. We also have access to professionals that can assist you with your debt needs if required.
We’re ready to help start planning your financial future. Enter your details below and one of our friendly staff will get in touch with you as soon as possible.
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