Our Process

First step, let’s see if we’re a fit for your financial needs…

15-Minute Discovery Call

Book a free15-minute discovery call with our Adviser to see if we're the right fit for your needs.

Man Making Phone Call

Next, let’s take a closer look at your financial goals…

Initial Meeting

A comprehensive initial consultation where we get to know you, understand your financial goals, and explore how we can help you create a tailored plan for your future. This is a no-obligation session designed to provide clarity and confidence in your next steps.

Investment: $400

Now, we begin shaping your financial plan…

Meeting Summary

After your initial consultation, I’ll provide a clear meeting summary along with an outline of the costs for your tailored financial plan. This ensures you have a complete understanding of our discussion and the next steps before making any decisions.

Andrea Jenkins Jenbury Financial Writing Notes While Working on Computer

Let’s look more closely at your financial goals to shape our next steps…

Second Meeting

In the second meeting, we dive deeper and gather any additional information needed to create your financial plan.

Getting down to the finer details…

Research and Analysis

Once we have all the necessary information, we’ll conduct our research and analysis to prepare your Statement of Advice.

Woman writing in diary

Presentation of your tailored financial plan…

Plan Presentation

Once your Statement of Advice is complete, we’ll guide you through our recommendations and support you with the implementation process.

Investment: $3,500 - $8,500

Our Focus at Jenbury Financial

At Jenbury Financial, we’re dedicated to providing holistic financial advice that truly supports your long-term goals. To ensure we deliver the best outcomes, our services do not include:

  • Aged Care advice

  • Insurance-only advice

  • One-off advice or advice limited to a single topic

  • Setting up Self-Managed Super Funds (SMSFs)

We believe in building lasting relationships and providing comprehensive financial guidance tailored to your needs. If you're looking for advice in these areas, we're happy to refer you to trusted professionals who specialise in them.