Quality advice can uplift anyone, not just the wealthy.
We work with clients of all ages to help maximise their financial position and help create realistic and straightforward strategies to provide security both now and into the future.
Personalised, uncomplicated and transparent guidance every step of the way.
At JB Wealth Solutions, you'll enjoy the consistency of a dedicated financial adviser who truly understands your financial journey.
Joel Briggs
At JB Wealth Solutions, you'll enjoy the consistency of a dedicated financial adviser who truly understands your financial journey.
Joel is passionate about helping and educating people through the complexities that often exist in the financial services industry. He champions the idea that quality advice can uplift anyone, not just the wealthy.
With a genuine, caring disposition, he excels at building long lasting relationships with his clients and putting them at ease with their finances.
Outside of work, Joel enjoys a busy family life with his wife, Natalie, and their two active boys. Joel enjoys everything sport (especially the Penrith Panthers!), and also loves experimenting with different flavours in the kitchen.
Joel has over 15 years experience in the financial services industry in a variety of environments including banking and finance, superannuation funds, accounting and business advisory.
Joel's qualifications include:
- Bachelor of Finance
- Advanced Diploma of Financial Planning
- Certified Financial Planner (CFP) accreditation
- Certified to provide aged care advice
Not your average financial planning business.
In our experience working with big banks, super funds and accounting firms, we’ve often found that the client is not the main priority.
At JB Wealth Solutions, you are our main priority.
We focus on a high level of personalised service with the freedom to decide which products and investments are most suitable for your situation.
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