Jade Financial Group is a well-established financial planning firm based in Ipswich, Queensland, with a rich history spanning over 30 years. Founded by Managing Director Di Charman in 2010, the company is dedicated to providing financial education and guidance to empower individuals and families to take control of their finances. Di’s passion for financial literacy led her to establish Jade Kids Foundation, aimed at teaching the next generation the value of money and making informed financial decisions.
At Jade Financial Group, the focus is on helping clients achieve their financial goals and secure their future. The firm’s investment philosophy revolves around using a variety of fund managers to tailor investment portfolios based on individual risk profiles and goals. With a commitment to staying informed and up-to-date with industry trends, the team at Jade Financial Group ensures that clients receive personalized financial plans that align with their aspirations and financial well-being.
Recognized for their dedication to improving financial literacy and community involvement, Jade Financial Group has received accolades such as the Ipswich Chamber of Commerce Small Business of the Year award. The firm’s client-centric approach and commitment to ongoing education and professional development set them apart in the financial planning industry. Through a combination of expertise, personalized service, and a strong community presence, Jade Financial Group continues to make a positive impact on the financial well-being of their clients and the Ipswich community.