Brand profile · Financial Services

JBS Financial Strategists

JBS Financial Strategists runs a Financial Services operation from Melbourne, VIC. Ownership is privately held; it publishes at jbsfinancial.com.au. It holds two addresses on record, all in Australia. The record counts 12 people. Tagged income protection insurance, financial planning and aged care. One Australian registration (ABN) is a confirmed match. The record links seven similar brands, most of them in Financial Services.

Profile live Privately Held Founded 1992 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
12
self-reported 11–50 band
Founded
1992
34 years
Legal entities
1
ABR
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity
  • JBS FINANCIAL STRATEGISTS PTY LTD

    ABN34088771528

    VICHigh confidenceMatched on exact nameABR

Legal entities

JBS Financial Strategists: 1 registry entityJBS Financial Strategists is linked to 1 registry entity: JBS FINANCIAL STRATEGISTS PTY LTD (ABN 34088771528, candidate).JBS Financial StrategistsJBS FINANCIALSTRATEGISTS PTY LTDABN 34088771528Candidate · High confidence
Show as table · JBS Financial Strategists: 1 registry entity
JBS Financial Strategists: 1 registry entity
JBS FINANCIAL STRATEGISTS PTY LTDABN 34088771528
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

JBS Financial Strategists Pty Ltd (JBS) is a leading boutique financial planning business based in Melbourne and the Sunshine Coast, focused on creating and managing wealth strategies for a range of clients, including individuals, families, small business owners, business executives, pre-retireees and retirees. JBS concentrates on wealth creation and preservation by providing personalised financial planning strategies for all situations. These tailored plans all reinforce our three key ideals: to create long-term wealth, to protect yourself, your family and your investments, and to position you to be able to enjoy your success.

JBS specialise in the following areas:

  • Financial Planning
  • Superannuation
  • Self-Managed Super Funds
  • Investment Advice
  • Risk Insurance
  • Finance and Loan Structuring

We focus on these areas so we can be involved with clients throughout the life of their wealth creation journey, from setting up your first home loan to retirement planning and everything in between.

Specialties

All 13 specialties
  • Financial Planning
  • Retirement Planning Advice
  • Self-Managed Super Funds
  • SMSF Admin
  • Compliance & On-Line Reporting System
  • Investment Portfolio Construction & Management
  • Life
  • TPD
  • Trauma
  • Income Protection Insurance
  • Finance & Lending
  • Cash flow & budgeting
  • Aged Care

Related specialties

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country. Codes: AU.1 countryAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1

All codes: AU

Addresses

  • AUSunshine Coast, Qld 4551
  • AUMelbourne, VIC 3004Primary

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Spending power

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Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

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Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under JBS Financial Strategists?

One Victoria entity on the ABR. JBS FINANCIAL STRATEGISTS PTY LTD (ABN 34 088 771 528), high confidence.

How many people work at JBS Financial Strategists?

The record holds 12 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does JBS Financial Strategists have offices?

Two addresses on record, Australia only. Primary: Melbourne, VIC 3004.

Has JBS Financial Strategists raised funding?

None linked to this brand.

What does JBS Financial Strategists list as its specialties?

13 tags on the brand's own list, among them income protection insurance, financial planning and aged care.

Which companies are listed alongside JBS Financial Strategists?

8 profiles list JBS Financial Strategists as a peer — 82nd percentile in Financial Services. It lists ten peers of its own. Townsend Cobain and Strategic Wealth list it back.

What is JBS Financial Strategists's website?