Personal Professional Advice

The Perfect Fit For Your Financial Future

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Advice

Delivering Great Advice

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.

Useful Advice

Useful Advice

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.

Understandable Advice

Understandable Advice

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.

Tailored Advice

Tailored Advice

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.

Advice Services

Services Tailored For All Shapes and Sizes

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.

Goal Setting

Goal Setting

Investment Advice

Investment Advice

Insurance Advice

Insurance Advice

Retirement Planning

Retirement Planning

Debt Management

Debt Management


History

Take A Step Back In Time

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.

1997

Jamie worked in a Boutique Financial Advice firm in Brisbane City. However, after more than twelve years, it was time for change.

2010

Jamie Wright Financial Services was commenced by its principal and senior adviser, Jamie Wright.

2020

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.


About Jamie

About Jamie

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.


Resources

Helping You In More Ways Then One

Newsletters

Stay up to date with the latest news and events with JWFS and the financial Industry.

FSG Guide & Policies

This Financial Services Guide is designed to clarify who we are and what we do, and help you decide whether to use our services.

Budget Sheets

This worksheet is designed to help maintain and keep your household budget in check.


Start Planning

Are you ready to secure your financial future?



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