financial planning

managed investments

retirement planning

It is our pleasure to provide a testimonial for Jim Jenkinson who has been our financial advisor for the past 2 years. After moving from Sydney 9 years ago, and persisting with our previous advisor for too long, we were fortunate to meet Jim and decided it was time for a change.

How lucky we were!!!!! He is a man of great integrity, he is kind, he is honest, he is generous in more ways than one and he has helped us in more ways than we could ever have imagined. Where would we have been without him? I am not sure but I suspect that we would have still been struggling in no man’s land. We will be forever grateful to Jim for the way that he has managed our portfolio and the awesome advice that he has been prepared to give us. We are very lucky to have found him. Thank you Jim.

We have worked for Jim for 28 years and he has looked after our investments and insurance with care over this time. We have found Jim to be both a man of integrity and honesty. We have absolute trust in the financial decisions that he has helped us make over this time.

We would have no hesitation in recommending Jim to anyone who would seek advice from him.

I first met James (Jim) Jenkinson on a social basis in 2005. I soon learnt that Jim is a man of integrity and someone who can be relied upon. Jim is a courteous family man who shows an extreme amount of patience, calmness and understanding. He is to be admired for his peace loving and diplomatic nature.

A few years later I got to know Jim in a more business-like manner when he guided and assisted me with my property settlement.

Once again, Jim showed extreme patience in the transition from my working life into retirement. He gave me a clear vision of my requirements. His general character, respect and attitude when advising me is to be admired. Jim is able to give me peace of mind when directing me with my self managed funds.

Jim is understanding, dependable, honest, competent and trustworthy when guiding me with my financial future. I always recommend Jim to my family and friends who need financial advice and guidance.

Just thought I would take this opportunity to thank you very much for all your advice over the past ten years and previous to that with Glenn's mum before she passed. With your advice and guidance, Glenn and I are now enjoying our retirement years earlier than expected.

We also persuaded our friends in Tasmania, whom we visited recently, as we knew with all the information you had given us that they too could retire early and, as of one month ago, they did exactly that.

We sought financial advice and help from Jim Jenkinson back in 2009. Since then, Jim has helped us out of a financial black hole (caused by the GFC and some poor and risky investment advice) to financial recovery. He set up a financial recovery strategy which has been very successful and given us financial peace of mind.

Jim has more recently set up a Transition to Retirement (TTR) strategy to assist us in reaching our retirement goals. This strategy will now allow us to do some of the things, like travel for example, that we did not think previously was possible.

Another area Jim assisted us with was aged care advice for our ageing parents. This advice helped us to understand some of the tax and legal implications associated with aged care. Jim held a number of free information seminars to help people understand some of the recent changes in aged care. Jim also referred us to an Aged Care Consultant who assisted us in finding a suitable Aged Care facility for my Father.

Jim has been giving me advice for the last 30 years, and has advised in loan products, SMSF, managing debt, shares and margin loans and tax effective advice. He has also helped other members of my family. Through Jim's knowledge and experience, I feel extremely confident that he has always given me the advice that was correct for my needs at that time. Jim has always been a great resource. I would recommend him highly, he's very professional and a nice guy with it.