JB Wealth Solutions is a boutique financial advisory business run by Newcastle local Joel Briggs.
Based in Lake Macquarie, we provide assistance to those in the Lake Macquarie, Newcastle, Hunter Valley and beyond!
Our Approach
We seek to provide effective financial advice and solutions to people ensuring stability with your financial needs over time.
If you’re after a large organisation that changes your financial adviser regularly, we probably aren’t the right fit.
We also believe that it’s important to take the time to fully understand your options and any required advice. We take our time through the process to ensure that you are comfortable with where you are heading, which will often take multiple meetings. Making important life decisions shouldn’t be a rush!
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.
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
Authorised Representative of Infocus Securities Australia.
JB Wealth Solutions Pty Ltd ABN 57 675 990 431 t/a JB Wealth Solutions is a Corporate Authorised Representative (No. 1309110) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523
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Online Enquiry
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