About Us
Jennifer Moss, Managing Director, started the Moss Financial practice in 1984. After working in other industries, Jennifer saw that people needed practical and commonsense financial advice, rather than complicated and difficult to understand strategies.
Moss Financial Philosophy
All financial advisors at Moss Financial enjoy helping our clients to plan and manage their finances. We take pride in giving financial advice that will be practical long-term, and not just promoting products.
While some financial advisors fit their clients into set strategies, our advice is always based on an honest understanding of our clients needs. We understand that the advice that our clients act on can impact their standard of living for the rest of their life. Therefore, it's very important that we get it right the first time.
Some areas of financial planning - such as estate planning and superannuation - touch on delicate areas of life and family matters, so we place a great deal of importance on being empathetic and discreet with our clients information.
Ethical Investment
Moss Financial was privileged to work with Global Funds management to set up the first ever Public Offer Ethical Investment Trust for the YWCA. Ethical investment supports a Do No Harm policy in industry. Moss Financial feels that it's important to know that our investments do no harm to the environment.
Do you have financial goals, ambitions, dreams and concerns? Moss Financial will take away the concerns and help you facilitate your dreams.
Whether you're starting out in life, about to retire or running a business, Moss Financial looks forward to helping you achieve financial confidence.