About JJT Advisory
JJT Advisory is a boutique Australian private wealth management firm dedicated to helping our clients achieve their lifestyle goals through a structured and disciplined approach to financial and investment management.
Our clients are generally middle to high income earners seeking assistance with their long-term wealth creation strategy. We assist our clients in clarifying their goals, evaluating the often complex financial structures for building their wealth and selecting the investments that best match their personal goals and risk profile.
A customised and well structured financial plan, however, is of no value without disciplined execution. We support our clients through the investment cycle, modifying the plan where necessary, but most importantly, helping them to cope with the emotional challenges that come with investing in financial markets.
Our Values
At JJT Advisory, we strive to attain the highest levels of professionalism in the wealth management industry. In order to achieve this, we have adopted a set of values to guide us in serving our clients:
- Trust – We always put our client first, and never put our interests ahead of theirs
- Integrity – We will recommend what is right for our clients, not what is easiest
- Transparency – We fully disclose the fees we earn and receive no hidden payments
- Objectivity – We select product providers only on their ability to best meet the needs of our clients
- Modesty – We understand our areas of competence and leverage the expertise of others for the best interests of our clients
- Respect – We build relationships based on mutual respect and value the views of our clients
- Simplicity – We aim to make the complex simple for our clients
At JJT Advisory our aim is to create wealth with our clients rather than from our clients. We will only recommend an investment that we are prepared to put our own money in, creating an alignment of interests that drives us to work tirelessly for our mutual gain.
Our Business Structure
JJT Advisory Pty Ltd (ABN 83 613 456 063) is founded and owned by Jason Taleb and operates as a Corporate Authorised Representative (Number 1246529) of Lifespan Financial Planning Pty Ltd (AFSL 229892).
About Udamon Wealth Management
Udamon Wealth Management is a diversified financial services group acting under the Corporations Act. Udamon provides wealth management and a broad range of financial advice services. Udamon Wealth is not related to any Bank or Institution.
Udamon Wealth was established in October 2023 as the licensee company for JJT Advisory, after previously operating as a corporate authorised representative with other licensee groups since 2016.