Your Best Interests
A financial plan for eliminating debt, changing your life and building 'real' long term wealth

Lisa's Journey

Episodes

In these moments making the right choice can be the difference between living the dream and missed opportunity. Your Best Interests is dedicated to helping you make that right choice.

About the Show 

For many of us, managing our money is something that's in the, "too hard basket". You know you should do it. But you're not quite sure where to start. For some of us, it's difficult enough managing day-to-day without thinking about longer-term plans or retirement.

Your Best Interests is about financial advice and the difference it makes to the lives of everyday Australians. Sharing the real life stories of single Mum, Helen and her teenage daughter, Lauren and young widower, Lisa; Your Best Interests is a TV series that explores the real life challenges, concerns, hopes and dreams of these women as they come to terms with their circumstances and with the help of a professional financial adviser, make life changing plans for a future they couldn't have imagined.

 

Series Advisers
Jenny Brown

Jenny Brown

CEO & Founder JBS Financial Strategists

Jenny Brown, FChFP CFP SSA GAICD Dip FP is the award-winning director and head of strategy of JBS Financial Strategists, a boutique financial planning company in Melbourne that specialises in SMSFs and personal risk insurance. She's also proudly the 2013 AFA Financial Adviser of the Year and the FSSmileys Scholar of the Year. Jenny offers more than 24 years - experience in the financial planning industry, where her personal philosophy has never wavered - she gets to know what is important to her clients first, and then acts to help them achieve their dreams. Specifically, she helps create and manage wealth strategies for high net worth, small business and Gen X & Y clients. As a result, her business is about building relationships, which has enabled her to grow JBS into the thriving and progressive practice it is today, backed by a lively and dedicated team of advisers and specialists. Life at JBS is all about having fun too, and Jenny invests heavily in her team to ensure happy campers all round. Her great passions are social media and networking, but she's equally driven to help women in business and sits on several business advisory boards. Her motto: Love what you do and smile, it costs nothing and makes you and those around you feel better!

Michael Nowak, Nowak Financial Services

Michael Nowak

Director & Senior Financial Adviser at Nowak Financial Services

Michael is the owner, Managing Director and Senior Adviser at Nowak Financial Services. He began advising in 2005 and since then has made a successful transition into a Senior Adviser role and succeeded Joe to become the owner of the business. The people side of the advising role is what Michael derives most satisfaction from, the engagement with clients and being able to work with them to develop creative solutions. Michael has integrated the goals based financial planning approach in the Nowak Financial Services based on his experience with clients and his own situation.

Michael holds the following qualifications – FChFP designation, a Bachelor of Business from QUT and an Advanced Diploma of Financial Planning. Whilst in his role as President in 2013/14 his Board were instrumental in raising education standards and codes of conduct, improving the perception of advice, and championing the role of women in advice. Michael specialises in personal and family life insurance advice, working with business owners for their insurance and retirement strategies, superannuation accumulation and retirement planning.