After 10 years of providing sage advice, Jeremy knows that helping a client with a financial plan is about much more than just their finances, “It’s also the ability to make a meaningful impact on people’s lives and improve their overall level of wellbeing, that’s what I enjoy the most”.

Can I retire now? Listen to Jeremy's podcast

Globally things are unsettled right now, and we’re all feeling the impact. So, when’s the right time to start thinking about a financial plan?

Jeremy believes the earlier you start the better and encourages people to look at the steps they can take now with their finances. This could be as simple as just looking at your super and reviewing how its invested, the contributions being made, and any insurance cover.

“We’re all busy and it’s easy to put your finances on the back burner and wait for life to calm down,  but the reality is for many of us life is always busy. Super is generally people’s biggest asset outside of the family home, and it’s there to provide the kind of lifestyle you want to lead when you stop work. There are various tax minimisation and growth strategies you can take advantage of so it’s never too early to seek advice”. 

Finances are so individual – what’s the best approach?

“Once you have a plan in place, you can adapt it along the way. Small changes that reflect your needs and personal circumstances can make a significant difference over time. And while people often assume that I’ll just focus on the financial side of things, it’s also about understanding my clients’ needs and what makes them tick.”

So, when change happens, often Jeremy is one of the first to get the news. “It’s such a privilege to receive that call, be it due to good times such as a birth, a holiday or retirement, or when someone is facing more challenging moments such as a death or a redundancy”.

There’s also a sense of security for those clients who’ve taken the first step and sought advice, ”they’ve already started to plan for both the financial and non-financial aspects of their life so often have a greater sense of purpose and control,” says Jeremy, “They also have the confidence and comfort that they can adapt their strategy to suit their new circumstances.”

So, juggling your own life as well as your clients must present some challenges!

“One of the benefits of the job is that you get pretty used to change. Client circumstances, government legislation, and financial markets are always evolving, so no two days are ever the same”. And that goes for his life as well. Having temporarily relocated from Melbourne to Adelaide and taken on further studies, Jeremy is now looking forward to getting his evenings and weekends back. “For me, finding a sense of calm comes from focusing on what I can control, which is more than just my finances, such as exercise for example. Earlier in 2022 I was fortunate enough to run the Kangaroo Island marathon. Which was great!”

Want to hear more from Jeremy? Listen to his podcast "Can I retire now?"

Advice options for members

TelstraSuper members can get general and simple personal financial advice about their TelstraSuper accounts over the phone at no additional cost – it’s all part of the membership. This covers topics such as basic contribution strategies, picking an investment option, or understanding if your insurance coverage is adequate. 

To speak with a Financial Adviser like Jeremy about more comprehensive personal advice, you can make an appointment with TelstraSuper Financial Planning. They have a range of advice options available for a competitive fee and the first appointment is obligation free.

To get started, simply give us a call on 1300 033 166 or request a call back.