finwisdom.com.au Open in urlscan Pro
139.99.130.124  Public Scan

Form analysis
0 forms found in the DOM

Text Content

 * home
 * about
 * services
 * testimonials
 * links
 * latest news
 * contact

   home
   about
   services
   testimonials
   links
   latest news
   contact
 * 
 * 



FINANCIAL PLANNING

MANAGED INVESTMENTS

RETIREMENT PLANNING

 

WITH EXPERIENCE..........

..........COMES WISDOM



ABOUT FIN WISDOM

DELIVERING FINANCIAL CERTAINTY

FIN WISDOM

FINANCIAL PLANNING

MANAGED INVESTMENTS

RETIREMENT PLANNING

Working as a Financial Adviser for 30 years has given me experience in all
facets of financial planning including managed investments, retirement and aged
care planning.

 

My aim is to deliver financial certainty to the lives of my clients.

 

James Jenkinson



OUR SERVICES

HOW CAN WE HELP YOU ?

RETIREMENT PLANNING



MANAGED INVESTMENTS



SUPERANNUATION



AGED CARE PLANNING



ESTATE

PLANNING



INCOME PROTECTION




TESTIMONIALS

WHAT CLIENTS SAY ABOUT ME

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.

 

Pat and Stan - Canning Vale

 

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.

 

Cathy and Derry - High Wycombe

 

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.

 

Dawn - East Perth

 

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.

 

Glenn and Denise - Mandurah

 

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.

 

John and Jane - Canning Vale

 

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.

 

Rob - Canning Vale

 



USEFUL LINKS



AUSTRALIAN LAW

 

AUSTRALIAN SECURITIES EXCHANGE

 

AUSTRALIAN SECURITIES & INVESTMENTS COMMISSION

 

AUSTRALIAN TAXATION OFFICE

 

CENTRELINK

 

MONEYSMART

 

AFL

 

THE WEATHER CHANNEL




LATEST NEWS

AN IMPORTANT MESSAGE FROM JAMES TO HIS CLIENTS





CONTACT US

LET'S GRAB A CUP OF COFFEE

45 Ventnor Avenue
West Perth WA 6005
Post Office Box 2009
Subiaco WA 6904
0418 908 211
0418 908 211
jamesjenkinson@bigpond.com

Name
Email
Message

Submit
Comment





James Jenkinson (ASIC number 235742) and The Jenkinson Family Trust (ASIC number
1278742)

Authorised Representatives of Respect Financial Services Pty Ltd (ABN 80 624 859
758) Australian Financial Services Licence (number 508000)

 

James Jenkinson - Bachelor of Business, Curtin University of Technology

Tax Practitioners Board Registered Tax (financial) adviser

Member of the Association of Financial Advisers

Member of the Self - Managed Superannuation Fund Association

Accredited Aged Care Professional (Aged Care Steps)










Cookie Use
We use cookies to ensure a smooth browsing experience. By continuing we assume
you accept the use of cookies.
Accept
Learn More