Jensen Financial Planning 90 Collins Street, Melbourne, Victoria 3000

Welcome to Jensen Financial Planning, a leading boutique financial services business located at 90 Collins Street in Melbourne, Australia. Established during the economic downturn of 1992, we have nearly three decades of industry expertise and a proven track record of providing excellent results for our clients through consistent and comprehensive advice.

At Jensen Financial Planning, we believe in helping our clients develop and utilize their personal wealth to lead their ideal lifestyle. Our tailored approach is based on what our clients value most, ensuring that their financial goals and objectives are at the forefront of every decision we make.

Unlike other financial institutions that focus on quick returns and short-term fixes, we prioritize the long-term goals of our clients. Our dedication and adaptability have allowed us to achieve ongoing success and provide our clients with sound financial security.

But don't just take our word for it. Our clients have consistently praised our team for being reliable, efficient, caring, and dedicated to their success. One client stated, "We have been very impressed with the level of knowledge and professionalism. Our plans for the future are now on a very solid base." Another client mentioned, "Your commitment and strength of knowledge saved me from making a disastrous decision. I move forward with more confidence knowing that I have your support and advice to help me make the best financial decisions."

Our founder, Chris Jensen, is a Certified Financial Planner designated by the Financial Planning Association of Australia. With a Diploma of Financial Planning from Deakin University, Chris ensures that clients' interests are always prioritized. As a planning coach and tutor, he provides guidance to help clients achieve their personal goals and objectives.

Karen, a valued member of our team since 2009, brings over 20 years of public and private practice experience to Jensen Financial Planning. She specializes in the administration of Self Managed Super Funds, ensuring that our clients' retirement plans are in capable hands.

Ty, who joined our team in April 2017, has quickly become an integral part of Jensen Financial Planning. With experience working with one of the big 4 banks, Ty brings a fresh perspective to our team. In his free time, he enjoys spending time with friends, exploring new cuisines, hiking, and traveling.

Rachel, with over 20 years of experience in the Financial Planning industry, has been a valuable member of our team since 2010. As a Client Services Officer, she has extensive experience in the administration of Risk Insurance, Superannuation funds, and Investment funds.

Whether you are looking for sound investment management, comprehensive financial advice, or assistance with self-managed super funds, Jensen Financial Planning is here to help. Contact us today to schedule an appointment at our central business district location or our Red Hill Road office in Beechworth, Victoria. Your financial future is in capable hands with Jensen Financial Planning.