Jasper Financial
About the company
Jasper Financial is a financial advisory and planning firm based on the Sunshine Coast, founded in 2017. Adam Storey is the Founder & Principal Financial Adviser and holds a Graduate Diploma in Financial Planning and a Bachelor of Business. He has qualifications in financial planning, business management, tax (financial) advice, and SMSF accreditation, and specialises in pre and post-retirement strategies.
Teagan Lind is a Director & Provisional Financial Adviser, co-owner and director, who holds a Graduate Diploma in Financial Planning and specialises in personal insurance and strategic advice. Emma Allen is the Client Service Manager with over 20 years in administration and a background in real estate. Jasper Financial offers retirement and super strategy, investment advice, personal insurance, cashflow and scenario modelling, and comprehensive financial planning.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
A magnificent team. We had been clients of Adam for many years even before he set up Jasper financial. At that time, the obvious thing to do was to follow him and move our business to Jasper. We have not regretted it for a single minute. The team have always acted in our best interests and it is heartening to be able to really trust them with our financial affairs. I hope to be with them for many years ahead.
Came highly recommended and we were totally satisfied with their knowledge and professionalism. Everything was explained and made easy to understand. We were kept up to date all throughout the process ( retirement planning) and we will continue our relationship with Jasper financial going forward. Would highly recommend!
I could not have been happier with the service I have received with Jasper Financial. They have been extremely professional, communicative and delivered on time. They have far exceeded my expectations and I have already recommended to other friends to use their services.
We have signed up with Adam and Teagan as new clients and have experienced excellent service and advice to date. Looking forward to working with this team to assist us manage our financial future into retirement and beyond! Thanks to Jasper Financial!
We have been clients of Adam and Teagan at Jasper Financial since their inception. Over the years, they have consistently gone above and beyond in looking after us. Their knowledge and skill in navigating the complexities of insurance is outstanding, but what truly sets them apart is the empathy and genuine care they show for their customers. In the past couple of years, Teagan has been assisting us through claims with professionalism, patience and compassion. She has kept us informed every step of the way and made what could have been a stressful process so much easier, ensuring everything was resolved smoothly and successfully. We cannot thank Teagan enough, for her immense help through what has been a very difficult period for us. After so many years of trusted service, we are deeply grateful for Adam and Teagan's ongoing support and couldn’t recommend them highly enough. It’s rare to find a team that combines such expertise with kindness and understanding, and we feel very fortunate to have them on our side.
We honestly didn’t think we needed a financial planner, but working with Teagan and Adam has been absolutely invaluable. They’ve helped us get our insurances sorted, given us real clarity for our future, and created such impressive modelling around our goals. What really stood out is how enjoyable and stress-free they made the whole process — something I never thought I’d say about finances! We feel so much more confident moving forward thanks to their guidance. Highly recommend Jasper Financial to anyone wanting to get on top of their money and set themselves up for the future. :)
We are long term clients of Jasper Financial and could not recommend Adam and Teagan more highly. Excellent communication and a fantastic team.
Financial advisers & planners in Sunshine Coast compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sunshine Coast are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Jasper Financial (this page) | ★ 5,0 | 39 | No |
| 2 | Lachlan Money - Buderim's Financial Adviser | ★ 5,0 | 19 | No |
| 3 | Client Focused Financial Planning | ★ 5,0 | 24 | No |
| 4 | Propel Financial Advice | ★ 5,0 | 23 | No |
| 5 | MB Financial Group | ★ 5,0 | 195 | No |
