Our Services

Our role is to guide you throughout your financial journey.

The Process

The Financial Planning Journey

Many people don’t think about their financial world until retirement is just around the corner. But managing your financial position is easy with us by your side. We’re here to support everyone, from single professionals to couples, families, small business owners and anyone going through a period of change in their life, such as divorce, a career change, redundancy, the death of a spouse or retirement.  We’ll be by your side to help you to reach your goals and live the life you want to live. We’ve assisted some clients all the way from getting their first paycheck to buying their first home, selling their business and managing their retirement.

Your advice journey is an easy one.

Your Goals & Values

Uncover what’s important to you and what you’re working towards. 

Discovery Session

We discuss your financial concerns and unpack your current financial position. This can be face-to-face or virtual. 

Numbers Workshop

Through research and live modelling, we align your financial world to the real one. 

Initial Strategy Review

We provide you with a roadmap to reach your goals, and you decide if JVA are the right fit for you.  

Ongoing Coaching

Together we work towards your goals, with personal sessions to make sure you stay on track. 

Additional Support

Specialist Services

achievement

Awards

2019
2018
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Trusted Financial Advice

We're here to help you secure your financial freedom