BIO

A critical thinker, Jes’s advisory style is comprehensive. She invests in understanding her clients’ complete position, not just one slice of it. The philosophy behind this approach is simple—equipped with an all-angles view of her clients’ world, she can deliver advice that truly serves their big-picture goals. Goals like: maximising their retirement years, passing their business onto the next generation, or providing for the generations to follow.

One of Jes's key areas of focus is working with clients who have intricate financial situations, particularly business owners, farmers, and professionals who require personalised, ongoing support. She takes pride in simplifying complexity, especially in cases involving trusts, companies, and SMSF scenarios. Jes’s keen interest in SMSFs has made her an invaluable resource for clients embarking on out-of-the-box transactions or seeking in-depth reviews of existing structures.

Her comprehensive way of working brings a closeness to her client relationships—relationships that grow to encompass a lot more than just finances. She is a trusted partner for the entire journey, by her clients’ sides to weather every storm and celebrate every milestone. In her words, she shares life with her clients.

“I’m a very empathetic and emotional person, so having a close personal relationship with clients is very rewarding.”

Born and raised on hobby farms in Echuca and Cawarral, Jes’s rural upbringing instilled in her a strong work ethic and sense of resilience. Inspired by her mother’s determination in the face of adversity, Jes learned the importance of hard work and commitment early on—qualities that have been recognised throughout her career, including being named Rookie of the Year in 2014 and graduating as Dux of her Master of Financial Planning cohort in 2020.