Jensen Financial Planning (JFP) is a leading boutique financial services business based in Melbourne, founded during the economic downturn of 1992. With nearly three decades of industry expertise, JFP prides itself on providing excellent results for clients through consistent and comprehensive advice. The firm’s tailored approach focuses on helping clients develop and utilize their personal wealth to lead their ideal lifestyle, based on individual values and long-term goals.
At JFP, dedication and adaptability are key to achieving ongoing success. The firm prioritizes long-term client goals over quick returns or short-term fixes, fostering open and lasting relationships. With a team of talented and experienced experts, JFP offers a range of services including investment management, taxation, superannuation, succession planning, financial management, and philanthropy. This holistic approach ensures that clients receive personalized guidance and solutions to meet their financial needs.
The team at JFP is led by Managing Director Chris, a Certified Financial Planner with a wealth of experience and a commitment to putting clients’ interests first. Supported by professionals like Practice Manager Karen, who specializes in superannuation and private wealth management, and Paraplanner Ty, who brings a fresh perspective and expertise in investment strategies, JFP is dedicated to providing sound, timely quality investment management and advice. With a focus on clear communication, client-centric service, and a passion for helping individuals secure their financial future, Jensen Financial Planning continues to be a trusted partner for clients seeking comprehensive financial solutions.