At JR Financial Planning, we adopt a conservative and disciplined approach to investing, with a view to building wealth over time regardless of short-term market fluctuations or economic conditions. We strongly promote diversification of assets across the various classes (eg. Cash, Fixed Interest, Property and Shares), in order to help manage investment risk, reduce volatility and smooth portfolio returns. Within each asset class, we seek quality investments with proven track records over a minimum five to seven year timeframe. Through this, we aim to only hold investments that consistently outperform the market and peers over a full market cycle.
With a great interest in economics, we help educate clients on how current events both domestically and internationally, may impact on their circumstances. Furthermore, we can construct portfolios to be optimised for the current economic environment, but to also then capitalise on the expected economic climate in years to come.
We do not engage in short-term trading, but rather focus on strategies and the construction of a portfolio based on the client’s medium and long-term objectives. We believe that through a sensible and disciplined approach, such objectives can be achieved without taking undue risk.
JR Financial Planning and James Reimers
Based in Kew East, JR Financial Planning was founded by James Reimers. James spent more than a decade in Superannuation and Financial Planning before deciding to establish his own Financial Planning firm. This was driven by James’s strong belief in how proper strategic financial advice should be delivered. That is, a service that is truly client centric, whilst educational in order to promote a greater understanding of how strategies are developed and why the subsequent recommendations are most appropriate in satisfying the client’s objectives.
James began his career in Corporate Superannuation before specialising in Financial Planning. He holds a Business degree from Monash University, as well as a Diploma of Financial Planning and accreditation as a Certified Financial Planner® from the Financial Planning Association of Australia. He is also an accredited Self-Managed Superannuation Funds advisor and works closely with clients’ accountants to help ensure that their responsibilities as Trustees are satisfied.
James has a firm commitment to client service, strong technical knowledge and a passion for economics and investment markets. This provides clients with proper strategic financial planning, from wealth accumulators through to retirees.