Jobe Wealth Consultants

Investing money to help fund your goals for life is a highly tailored experience. We believe in the perfect balance of integrated wealth management services with flexible, personalized advice to fit your needs no matter where you are in life. We’ll work with you to get you where you want to go in a way that works best for you.

Comprehensive Advice

The Comprehensive Advice we provide will be tailored to achieve your specific goals and objectives, ensuring no opportunities are missed for you.

Our experience is that proper planning can only be formulated by combining a thorough understanding and context of what's important to you, your family and your business, with “big picture thinking”. This allows us to identify very specific strategies and actions leading to what the final result should look like for your situation and then we detail what will be required to build it.

We guide you through our disciplined process; where each step is designed to provide clear insight and lay the foundation for making the best financial and investment decisions. The result – planning that is proactive, leading you precisely where you want to be. A Financial Plan that is a detailed document, providing clear insight on your Income, Investment, Estate and Business Succession Plans.

Estate Planning

What is it?

During your lifetime: Estate Planning is the process that maximizes the value of your Family's Wealth by potentially reducing taxes, increasing opportunities and flexibility.

Typical components may consist of: reorganization of a Corporate Structure, an Estate Freeze, use of a Family Trust and use of a Holding or Investment Corporation.

At death: Estate Planning is the process of integrating creative strategies with your Will Planning to ensure optimization of your estate objectives.

Proper structure will minimize taxes and expenses of your estate while significantly enhancing your overall estate value.

We offer unique insight to explore your Estate Planning and employ a detailed scenario mapping process to model outcomes that expose potential tax issues and other planning opportunities to be considered.

Business Succession Planning

At this point in your life, your determination and focus on business has led you to create significant wealth.

What's next?

No doubt you can build and create more wealth, but odds are that may not be what you're looking for. In the vast majority of cases, owners want to see their business continue to operate successfully after their departure from active management. At the same time they want to ensure that it is done it a way that derives significant benefits to them personally.

It has been our experience that business owners are generally selfless people, often putting the needs of the business and its employees before their own.It is this sort of behaviour that so often makes a business successful; however, when the time comes for a business owner to start realizing and withdrawing value from the business, a new challenge is faced.

This is where we can help.Our counselling and experience provides guidance throughout the planning and execution phases of your succession.We understand that just like building a business, attaining your financial independence and then protecting this wealth is a process - one that takes time, knowledge and expertise.

The boundary is time and we understand your time is valuable and want to make sure it's well used.That's one of the important reasons that clients come to work with us here at Jobe Wealth Consultants.

Investment Planning

We understand that well-grounded Investment Planning should be connected to our client's needs, goals and objectives, designed with a clear focus to deliver results.

We also believe it is critical that an Investment Plan be integrated with our client's overall Comprehensive Plan. We help our clients understand the impact that investment decisions and results will have on their financial needs, goals and objectives. This serves as our foundation for making investment recommendations to you.

Our process models the financial impact of various allocation scenarios, investment theories and strategies, with specific attention to tax efficiency through our investment blueprinting process. Effective tax planning can significantly enhance overall results with no added investment risk.