JAM Financial

JAM Financial was formed in 2008 by John Larkins and Mark Lockhart - two senior financial planners with over 30 years of combined experience. We provide quality advice and on-going personal service for you and your whole family through effective implementation of client focused, individually tailored strategies whilst integrating external professio... nal services to provide a total financial solution to achieve your goals. JAM is a professional financial advice practice which is driven by our clients' needs and goals. We believe that our role, where we can give our clients the most value, is in taking the time to fully understand your current position and to help you identify and prioritise what you want to achieve. We use our knowledge and skills to develop and test strategy to move from where you are now towards where you want to be while trying to anticipate and avoid the risks along the way. We believe that our role extends to providing advice and service over our clients' whole financial life. Unfortunately some people create wealth which is subsequently destroyed because they did not take steps to protect it or it is lost in the process of transferring it from one generation to the next. One of the most significant limitations on people's ability to achieve their financial goals is not starting early enough. Therefore we believe that your children and grandchildren should also be our clients. We are committed to helping them start planning for their future at a cost they can afford by considering your whole family as our client. We have a fee for service approach to our fee structure. Our fees will be transparent, we will only charge you for work that we actually do and we will give you options on what level of service you want and how you would prefer to pay our fees.Read More