ABOUT ME - JM Investments

Now my journey might sound like sunshine and rainbows, but it wasn’t without its harsh lessons. I was lucky enough to have some incredible mentors who were able to take me under their wings and teach me what not to do (needless to say, I still learnt some of these the hard way). 

They say success is a crappy teacher and I’d have to agree. I learnt these lessons early. 

But my path wasn't just about investments. In 2016, I became a Lifeline counsellor, an experience that profoundly shaped my approach at JM Investments (and my life). My focus has always been on putting clients first, ensuring their overall wellbeing is at the heart of their financial plans.

And now I am passionate about helping you create the financial future of your dreams. 

Because let’s face it, having your cash stashed in the bank isn’t really getting you any closer to achieving financial freedom, in fact it is going backwards! My guess is you’ve worked your butt off and now it’s time to put your money to work too. 

Seriously imagine if you made an initial investment of $5,000, followed by $1,000 per month for 30 years. In total you would have invested $365,000 and turned that into $ 1,983,299.84 over a 30 year period*. 

Show me a bank account with those returns?

*Based on an average 9.8% return of the Australian share market, Source Vanguard. Past performance does not guarantee future results.

 

Taking on random investment advice from your mother, second cousin, or barista

Buying too much speculative stuff (its unsexy, but the truth is the magic is in the predictable and stable)

Taking on too much leverage (if it sounds too good to be true, it is!)

Checking my investment portfolio 456 x per day (remember, this isn’t a “get rich quick” scheme)

Lack of understanding around market crashes and the opportunity they provide