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Articles
Practical and inspiring tips with some financial terms made simple

Videos
Inspiring and humourous videos about personal development and unravelling technology

Activities
Handy checklists and activities to help keep your eye on your daya to day finances

Calculators
Easy to use calculators where you can get a clear view to help you plan your budget, income and loan repayments
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Product Disclosure Statements
- Aberdeen Emerging Opportunities Fund
- Altius Sustainable Bond Fund
- Asteron Life Complete
- Ausbil Australian Active Equities Fund
- Australian Ethical Australian Shares Wholesale
- Ausbil Incorporated Material
- Commbank ACA Electronic Banking
- Commbank ACA Fees and Charges
- Commbank ACA General Information
- Commbank ACA Terms and Conditions
- Fidelity Australian Equities Fund Additional Info
- Fidelity Australian Equities Fund PDS
- FirstWrap Plus Investments
- FirstWrap Plus Super and Pension
- FirstWrap Plus Other Important Information
- FirstChoice Wholesale Personal Super and Pension
- FirstChoice Wholesale Investments
- FirstChoice Wholesale Investment Options
- Franklin Templeton Multisector Bond Fund
- Franklin Global Growth Fund
- Fund Performance Report
- Investors Mutual WS Australian Share Fund
- Ironbark GCM Global Macro Fund
- IOOF Pursuit Select Investment Service PDS
- IOOF Pursuit Select Personal Super PDS
- IOOF Pursuit Select Allocated Pension PDS
- Janus Henderson Additional Information
- Janus Henderson Tactical Income Fund
- Macquarie CMA
- Macquarie Income Opportunities Fund
- Macquarie Information Booklet
- Magellan Additional Info
- Magellan Global Fund
- Magellan Infrastructure Fund
- MFS Global Equity Trust
- Morningstar Fund Performance Report
- OC Premium Small Companies Fund
- Pendal Ethical Share
- Pengana International Ethical Fund
- Perpetual Wholesale Funds PDS
- PIMCO Diversified Fixed Interest Fund
- PIMCO Wholesale Class Reference Guide
- Platinum Funds
- Schroder Additional Information
- Schroder Fixed Income Fund
- Stewart Investors Worldwide Sus- Class A
- TAL Accelerated Protection
- Vanguard Australian Property Securities Index
- Vanguard International Property Securities Index Fund
- Vanguard Reference Guide
- Winton Global Alpha Fund
- Zurich Wealth Protection
Jim provides excellent advice that is tailored to your actual circumstances. He takes the time to determine what your needs are and to identify important issues and opportunities you may not have considered (but you need to). He is proactive and professional and I have no hesitation in recommending his services.
~ Michael Sharp
I must admit my share portfolio was a mess. I found Jim’s advice invaluable. He was instrumental in helping me understand that a good portfolio covers a diverse group of shares and some cash in case of emergencies or for good buying opportunities. I am now much more confident and understand my options and my portfolio much more fully.
~ Nellie Dawes
Jim’s approach to our financial situation was extremely thorough and left us feeling confident and in safe hands. He created easy accessibility to our portfolio, allowing an up-to-date snapshot of our finances online. Also, regular contact from Jim helps us to tweak our investments in response to the moving markets. While no one can predict the future, we are very comfortable with the current situation.
~ Robin Freedman and Lori Flekser
Jim brought all of our financial matters into order, so now we can easily see where we stand. He’s also got a good understanding of our risk profile and financial goals. I’m confident in Jim’s advice, because he explains clearly why it makes sense in the broad scheme of our current position and future goals.
~ Anon
Jim was very pro-active in helping Fiona and I step back and look at the bigger picture of our finances and where we wanted to head with our investments. We now have a much clearer understanding of what we need to focus on to reach our family goals. In addition, it is very comforting to know that if the worst happened we have comprehensive contingencies in place and a trusted adviser who does and would continue to look after our families best interests.
~ Wayne Spice
Jim is a smart, honest, straight forward advisor who is completely trustworthy and insightful to individual circumstance. We have found his advice to be complete, accurate and optimal in our investments. He treats our money as his own. Nobody is more trustworthy and diligent and we would recommend him to anyone wanting the most from their investment dollar.
~ Brad & Danah Pillinger
Jim single-handedly has radically impacted my view of the financial planning industry. Upfront he is clear about the methods he use, about his views on risk diversification and about his determination to create a strategy and stick to it. He listens carefully and is able to bring clarity to his client’s jumbled thinking, rationally dealing with suggestions, and in an inclusive manner coming to mutually agreed goals. He is focused on the long term, while at the same time making provision for major cash inflow or outflow requirements.”
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