Jensen Financial Planning (JFP) was formed with one goal in mind – to achieve our clients’ financial and lifestyle objectives. We believe your interests should be reflected in your financial plan, and we use this understanding to tailor solutions to your needs in the areas of:
Our people and clients are our greatest asset, and all our staff are committed to working with you to realise your financial goals. The strong relationship we forge with each client is the key to creating successful financial strategies, and is built on trust, integrity and transparency.
Quality services
We balance professionalism with a desire to be at the forefront of our field. Our personable approach includes regular review meetings to ensure you are kept up to date with the latest information and initiatives and technology. To maintain high levels of quality and service, our processes and standards are reviewed on a monthly basis.
Fees you understand
At JFP, we believe investment fees should be transparent and charged on a fair and equitable basis. We do not believe in hidden commissions for any investment advice or products provided.
All fees are provided in writing and discussed before you agree to implement our advice.
Our fees are competitively priced to reflect the time and technical expertise required to achieve an optimum outcome for you.
Local understanding – global strength
The quality and experience of our team places JFP among the foremost planning practices in Melbourne. This enables us to deliver innovative solutions to personal and corporate clients throughout Australia.
Our licensed arrangement through Aon means we are backed by the resources of a global Fortune 500 company, which is not owned by a bank or insurance company. As a corporate representative of Aon Wealth Management Ltd (no 253416), our JFP team are authorised to provide financial and life insurance product advice on behalf of AWM.
Award winning
2009 Gold Investment Adviser - Aon National Awards
2008 Achieved Top 10 Adviser position within the Aon national 270 adviser group.
2007 Gold Investment Planning Award at the National Aon Adviser Awards.
2006 Nomination in the FPA Value of Advice Awards.
Profile
Jensen Financial Planning was founded by Chris Jensen in 1992, and currently manages more than $180million on behalf of over 300 corporate and personal clients.
The JFP team have consistently grown the practice since its inception, building long-term relationships with existing and new clients, and instilling a strong work ethic and commitment to client service. This dedication to our philosophy and service ensures our clients reliably achieve their lifestyle objectives over time.
