Secure Your Future with Confidence

Expert pension and fund management services tailored to your retirement goals. With over two decades of experience, we help you build a secure financial future.

Quick Financial Health Check

Our Comprehensive Services

We provide end-to-end financial services to secure your retirement and protect your family's future

Pension Management

Professional management of your pension funds with strategic investment approaches designed to maximize returns while minimizing risk.

  • Portfolio diversification
  • Risk assessment
  • Regular monitoring

Retirement Planning

Comprehensive retirement strategies tailored to your lifestyle goals and financial situation for a comfortable retirement.

  • Goal-based planning
  • Income projections
  • Tax optimization

Health & Welfare Funds

Specialized management of health and welfare funds to ensure your family's well-being is protected throughout your lifetime.

  • Health insurance optimization
  • Welfare benefit management
  • Claims assistance

Why Choose JBA Financial Services

Trusted by thousands of Australians for over 20 years

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Clients Served
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How We Work

Our proven 4-step process ensures your financial goals are met with precision and care

1

Discovery & Assessment

We begin with a comprehensive assessment of your current financial situation, retirement goals, and risk tolerance to create a personalized roadmap.

  • Financial health evaluation
  • Goal setting and prioritization
  • Risk profile assessment
Discovery Assessment
Strategy Development
2

Strategy Development

Our expert team develops a customized financial strategy that aligns with your unique circumstances and long-term objectives.

  • Personalized investment portfolio
  • Tax-efficient structures
  • Risk management planning
3

Implementation

We execute your financial plan with precision, handling all the paperwork and coordination to ensure seamless implementation.

  • Account setup and transfers
  • Investment execution
  • Documentation and compliance
Implementation
Ongoing Support
4

Ongoing Support

Our relationship doesn't end at implementation. We provide continuous monitoring and adjustments to keep your plan on track.

  • Regular portfolio reviews
  • Performance reporting
  • Strategic adjustments

Client Resources

Access valuable tools and resources to stay informed about your financial journey

Download Our Expert Guides

Retirement Planning Essentials

Complete guide to retirement planning in Australia

Superannuation Strategies

Maximize your super contributions and benefits

Tax Optimization Guide

Legal strategies to minimize your tax burden

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About JBA Financial Services

For over two decades, JBA Financial Services has been a trusted partner in helping Australians secure their financial future through expert pension and fund management.

Based in Ballarat, Victoria, we specialize in managing pension, retirement, health, and welfare funds with a personalized approach that puts your goals first. Our team of certified financial advisors brings decades of combined experience in the Australian financial services industry.

Our Mission

To provide exceptional financial guidance that empowers our clients to achieve their retirement dreams with confidence and security.

Our Values

Integrity, transparency, and client-first approach guide everything we do, ensuring your trust is well-placed.

JBA Financial Services Team

Our Leadership Team

Meet the experienced professionals dedicated to your financial success

Marie Garcia

Marie Garcia

Business Manager

With over 15 years in financial services, Marie leads our client relations and ensures every client receives personalized attention and expert guidance.

Senior Financial Advisor

David Thompson

Senior Financial Advisor

David brings 20+ years of experience in retirement planning and investment management, specializing in complex superannuation strategies.

Investment Specialist

Sarah Mitchell

Investment Specialist

Sarah's expertise in portfolio management and risk assessment helps clients optimize their investment strategies for long-term growth.

Our Certifications & Memberships

AFSL Licensed

Australian Financial Services License

FPA Member

Financial Planning Association

CFP Certified

Certified Financial Planner

SMSF Specialist

Self-Managed Super Fund Expert

Get in Touch

Ready to secure your financial future? Contact us today for a complimentary consultation

Send us a Message

Contact Information

Business Manager

Marie Garcia

Business Manager

mariegarcia@jbaptys.pro
+61 3 3508 6643

Office Location

14 Frank Street

Ballarat, Victoria 3350

Australia

Office Hours

Monday - Friday 9:00 AM - 5:00 PM
Saturday 9:00 AM - 1:00 PM
Sunday Closed

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