Building long term client relationships is important. My role is to be a source of information, education and support for clients as they move through the various life stages. Trust and integrity is paramount in this relationship.
- 03 5255 9555
- 0437 559 019
- Barwon Heads
Professional Memberships: Financial Planning Association of Australia.
Areas of Expertise: Insurance, Investments, Retirement, Self Managed Super Fund, Superannuation, Debt, Cash flow management, Direct equities, Estate Planning.
Jo has been involved in the Financial Planning Industry for over twenty years, and during this time has worked in both large institutions and a small Financial Planning Practice. Jo was a business owner for eleven years prior to the merger of her business with PFG Financial Services.
On a Personal Note:
Jo loves to travel both inside and outside of Australia – her favourite destinations include Bright (Victoria), New Zealand and anywhere in Europe! Jo stays active by walking, going to the gym and doing Pilates. Jo also enjoys reading and music and prefers both of these to watching TV.
Jo’s Client Relationships:
- “Jo has been providing us with financial advice and guidance for many years. When our reviews are due it is always a delight to work through them with her. Her advice has always been sound and candid, and her pleasant personality makes the process straight forward and very reassuring.”
- “If you are looking for peace of mind regarding financial decisions in retirement you could not better the ethical, professional, personal and competent advice provided by Jo Newton. As clients of many years we have valued the personal relationship Jo has maintained with us and the sound advice she has provided.”