Andrea JenkinsSenior Financial Planner
About us - Our team
“Free your heart and mind of financial worry by taking steps today towards your goals of tomorrow.” - Andrea Jenkins
At Jenbury Financial, we do things a little differently to others. We are a values-based company with a strong and clear purpose – to empower people to make informed decisions about their wealth so they can achieve their goals and live their desired lifestyle.
Our values of professionalism, genuine care, tailored solutions and empowerment through education, underpin the way we do business. Combined with our extensive experience and specialist expertise in the areas of superannuation, investments and debt management / cash flow, we are your trusted adviser when it comes to creating, growing and protecting your wealth.
Principal of Jenbury Financial, Andrea Jenkins, is an award-winning Certified Financial Planner.
Growing up in a very minimalistic household where there was enough but never anything extra, Andrea learned very early that fear and anxiety about money was something she didn’t want in her future.
Now, she is the trusted adviser of many people, just like you, who want to live their life free of financial worry.
People have many common fears and worries about money – living from pay cheque to pay cheque, spending more than they earn, relying on the credit card to make ends meet each month, being dependent on the aged pension upon retirement, among many others. So, how do you take control of your finances and alleviate this financial fear?
The first step is to create a financial plan; a plan based on your personal and professional situation, your short and long-term goals, including how you want to live your life once you are not working full-time. This is Andrea’s specialty.
Disciplined planning + practical strategies = logical solutions. This epitomises Andrea’s approach to financial planning.
“I love the technical knowledge of financial planning. Superannuation, in particular, is very complex and I love unravelling the puzzle and then using the structures and strategies to help someone build their dream.
I am passionate about educating my clients so they can make informed decisions about their wealth. Whether you are in your 50s and starting to think about retirement, going through a divorce, have received an inheritance, payout or unexpected windfall, or just starting out in your career, it’s never too early or too late to start your financial plan. Often, it’s a case of you don’t know what you don’t know.
With so many investment options, financial products and superannuation providers on the market, it can be difficult to know what’s best for your individual circumstances. That’s where we can help.”
As experienced financial advisers, we do one of two things:
- Teach our clients how to manage their finances, put plans in place and achieve their own personal financial goals, and/or
- Develop and implement a plan for them so they can achieve their own personal financial goals.
At Jenbury Financial, our priority is you and your financial future. We are a small team of professionals dedicated to providing the best tailored wealth solutions for all stages of life. Having a financial plan will give you clarity, confidence and more certainty about where you are heading and what your future will be.
By designing your wealth, you can live your dream!
Andrea won The Casey Kinnaird Award for Outstanding Contribution to the Community 2014/15 at the Financial Services Partners iLearn Conference in Albert Park in March 2015 for her charity work and contribution to other advisers within the FSP network.
2015: Winner: Outstanding contribution to the Community
2013: Finalist: Compliance Award
2012: Finalist: Client Choice Award
2012: Finalist: Wealth Management Adviser of the Years
Monika CooperAdviser Assistant
Monika has over 10 year’s experience working within the financial services industry.
She has an excitement for realising financial goals for clients and achieving a high level of service. She is friendly, approachable and always happy to help.
Having a young family herself, Monika understands the challenges of obtaining financial security and believes that everyone can benefit from obtaining professional financial advice. Monika seeks to educate her clients to understand the importance of their own wealth.
Monika has a Diploma of Financial Services in Financial Planning. At Jenbury Financial, Monika is an Adviser Assistant and provides administration and financial planning support to the principal planner.
When Monika is not at work or looking after her family, she keeps a close eye on Collingwood, enjoys cooking and has a keen eye for decorating, styling and fashion.