Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential
Financial advice to help you manage, grow and protect your wealth.
“Our aim is to work together with you to establish, protect and grow your wealth. We are committed to the highest quality financial advice, with a client focus, based on integrity, commitment, transparency and the highest level of industry knowledge…”
Dianne Charman – Principal Adviser, Managing Director & Financial Planning Specialist
Be where they say they will be, do what they say they’ll do
Accountable
Report back if they cant do what they said they would do.
Take ownership of tasks until it’s finished
Take ownership of tasks until it’s finished
Show up to work on time, they’re the friend you want an airport pickup from they mean what they say and say what they mean.
They have your back
They have your back
When we can help
Financial Wellness
First things first, learn more about your financial well being with this session and set yourself up with an action plan
Getting Started
This is ideal for taking the first steps to build your financial well-being plan. You’ll have the basics covered off and be financial fit to move to the most exciting part of the Financial Pyramid to really get the ball rolling…
Family Focus
This is where we will discuss minimising the debt you already have, paying off your home loan faster & ensuring your family assets are protected.
Get Ready for the Big T... Transition to Retirement!
You could be thinking… I really need to get ready for my retirement, but where do I start? At Jade FG this is one of the most exciting times for us, it’s all about ‘The Date’.
You're there.... Congratulations!
You have retired! Congratulations. By now, you are thinking about your story and the legacy you will leave to your family. Ensure the protection and preservation of your achievements for future generations. What is your family legacy, and your care plan?Pyramid to really get the ball rolling…
Complicated and Complex
Life throws curve balls at us which means an unexpected turn - when your have those moments we can assist with ensuring you are well prepared for whatever may wait ahead for you, whether it is simple or complex.
Listen to Dianne's Podcast
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Jade Financial Group we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
Your local financial partners
Before the realisation of the Feng shui symbolism, our company director Dianne remembers regularly searching her Mother’s ‘money tree’ in her family backyard, but as a young girl she never found any.
On thinking of a name for the business Dianne was sitting on the back deck at home and looking at the Jade tree her sister – Vicki had given her when moving back to Queensland after 15 years of working around Australia. It suddenly came to her – Jade Financial Group. The cutting her sister gave her as a house warming present was six foot and the perfect way to link financial well-being, prosperity and her family in Dianne’s new world.
We now give our Clients a cutting from the original 40 year old tree from when Dianne was a little girl. It’s symbolic and reminds us, and our Clients of what they want to achieve in their financial life. Our Clients have come to love the Jade tree from another perspective and connect the story of Jade and how we became who we are today.
Now Jade Financial Group has been a part of the Ipswich Community for over 30 years. It is a constantly evolving Ipswich business, determined to improve our Community as well as our Clients’ Financial wellbeing.
Prepare for tomorrow, make the most of today.
Insights
The lost super pile keeps growing
There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many…
Save for an emergency fund
An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel…
Keeping records of shares and units
Records you need to keep When you sell your shares in companies or units in managed funds, most of the…
Avoiding sales pressure
Salespeople and advertisers use tactics to pressure you to buy a product or sign up to a service. Knowing their…
What company delistings mean for ETFs
Some big companies have left the ASX recently. How do ETFs adapt to index changes? Share markets are ever changing.…
Are you a goal-driven saver?
Characteristics of goal-driven savers A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change…