JOHN JOSEPH Founder John spent almost 12 years in Financial Services before founding the company in 1984 and is extremely proud that some of his existing clients have been with him since day one. With almost 50 years in the profession, John g

JOHN JOSEPH

Founder

John spent almost 12 years in Financial Services before founding the company in 1984 and is extremely proud that some of his existing clients have been with him since day one.

With almost 50 years in the profession, John gained a strong reputation in Life and Critical Illness Protection. This led to his creation of the Guide to Critical Illness Assurance in 1993, which won 19 Protection awards, culminating in the prestigious ‘Lifetime Achievement’ award in 2010.

John is a keen Bridge player, which he enjoys even more when he wins. He also loves hosting family get togethers, where he can show off his expertise on the BBQ, or slicing a salt beef brisket, a skill he learned as a young boy at his parent’s deli.

JIMMIE JOSEPH Managing Director (Chartered Financial Planner), BA(Hons) DipPFS Chartered MCSI As Managing Director, Jimmie’s passion lies in seeking opportunities to learn about business development and ways to move the business forward. Jimmi

JIMMIE JOSEPH

Managing Director (Chartered Financial Planner), BA(Hons) DipPFS Chartered MCSI

As Managing Director, Jimmie’s passion lies in seeking opportunities to learn about business development and ways to move the business forward. Jimmie is also the primary Financial Adviser and thoroughly enjoys helping clients achieve their goals and being a part of the evolution of his clients’ lives.

Jimmie is a member of Ideas Exchange; a group of the top Financial Advisers in the country, who meet throughout the year, swapping insights and attending seminars to constantly further their knowledge.

When not working, Jimmie enjoys playing tag rugby, hosting games nights with friends and pub quizzes - anything to let his competitive nature shine through! His dream would be to attend an overseas Rugby World Cup match…preferably one where England do well.

Jimmie’s pet hate: Beansprouts

LYN BALDWIN Client Relationship Manager Lyn joined JJFS in 2019, with 16 years of prior experience within financial services. As Client Relationship Manager, Lyn strongly believes that it is not just about managing a client’s wealth, but more

LYN BALDWIN

Client Relationship Manager

Lyn joined JJFS in 2019, with 16 years of prior experience within financial services. As Client Relationship Manager, Lyn strongly believes that it is not just about managing a client’s wealth, but more about understanding their needs, their beliefs, their humour and approach to life.

Lyn is furthering her financial education by working towards attaining her Diploma in Financial Planning and, when she is not at work, she is learning to master the art of Bachata dancing and loves spending time with her young son who keeps her extremely active!

Top on Lyn’s bucket list: Hike and camp the Inca Trail to Machu Picchu

STEFAN MAJEK Associate Planner Stefan joined JJFS in 2021 as an Associate Financial Planner. Stefan is a keen believer in Mitch Anthony’s philosophy that, “You need enough purpose to wake up in the morning and enough money to sleep at night”

STEFAN MAJEK

Associate Planner

Stefan joined JJFS in 2021 as an Associate Financial Planner. Stefan is a keen believer in Mitch Anthony’s philosophy that, “You need enough purpose to wake up in the morning and enough money to sleep at night”.

Stefan is furthering his financial education by working towards attaining his Diploma in Financial Planning and, when he is not at work Stefan is a keen photographer who enjoys walking in nature and spending time with family and friends.

Stefan’s pet hate: People who stop right in the middle the pavement with no concern for those walking behind them!

1 2 3 4
Previous Next
JOHN JOSEPH Founder John spent almost 12 years in Financial Services before founding the company in 1984 and is extremely proud that some of his existing clients have been with him since day one. With almost 50 years in the profession, John g
JIMMIE JOSEPH Managing Director (Chartered Financial Planner), BA(Hons) DipPFS Chartered MCSI As Managing Director, Jimmie’s passion lies in seeking opportunities to learn about business development and ways to move the business forward. Jimmi
LYN BALDWIN Client Relationship Manager Lyn joined JJFS in 2019, with 16 years of prior experience within financial services. As Client Relationship Manager, Lyn strongly believes that it is not just about managing a client’s wealth, but more
STEFAN MAJEK Associate Planner Stefan joined JJFS in 2021 as an Associate Financial Planner. Stefan is a keen believer in Mitch Anthony’s philosophy that, “You need enough purpose to wake up in the morning and enough money to sleep at night”