The JSA Group provide quality advice and financial services to meet the needs of individuals, businesses small and large, superannuation funds and investment trusts. Since JSA Group began in 1976, the majority of new clients have come from word-of-mouth referrals. Here’s some of the service experiences with the JSA team.
I have worked with JSA Group for many years and I find Jeff and the team a pleasure to deal with. In the years that JSA Group have been advising me on financial matters they have always been thoughtful and insightful with regard to my needs. I feel that Jeff is someone I can completely trust, and therefore have no problem in recommending him and the JSA team to any friends or colleagues.
If you are thinking of setting up an SMSF you couldn’t go past the advice we have received from JSA Group. We weren’t happy with our work super funds and wanted to get our money working harder for us. After talking to Michael and Ryan we have set up a tax effective SMSF, restructured our finances, sorted out our insurance cover and investments so we can enjoy life now while being confident about our future financial situation. We have been extremely impressed with the expertise and high level of ongoing service.
JSA look after my business & personal finances so I can focus on my clients.
When I first decided to explore the chance of an early retirement from my position as Chief Sports Writer of The Newcastle Herald, and 40 years in journalism, I had the usual doubts about surviving and being able to financially support our lifestyle and our family commitments.
Fortunately, I was introduced to Rosanna Rossi, as a financial advisor, who immediately put me at ease, understood my position and for the past seven years has continued to make me feel comfortable, relaxed and confident of my family’s future. Rosanna took on my financial worries. And with her infectious personality, skills and ability continues to have my confidence. She has kept me up-to-date with the changing financial world, especially through the lean periods, with face-to-face meetings and recommendations I have no doubts about accepting.
Rosanna also has a personal touch and nature as if she has a genuine involvement in our family. She came to me highly recommended and has proved to be of a very high quality and a genuine person. I would also highly recommend Rosanna Rossi.
My wife Leesa and I have recently had the pleasure of dealing with Michael Williams from JSA Financial Planning, Newcastle to restructure some of our business and personal affairs. I cannot speak highly enough of the knowledge, professionalism, patience and brilliant service provided by Michael throughout this process. In particular, we share Michael’s philosophy of developing relationships, not chasing a “quick sale”, and we certainly look forward to benefitting from his wisdom for many, many years to come.
I have absolutely no hesitation in recommending Michael’s services and encourage others to share our good fortune of teaming with him. This unsolicited testimonial is provided as a very big “thank you” to Michael Williams and JSA!