INVESTING FOR DOCTORS CLARITY CALL

 

1-Hour General Advice Clarity Call for Doctors

 

Gain Confidence in Your Financial Future

One Hour General Advice Session

As a Doctor, you dedicate your time and energy to caring for others. But when it comes to navigating your own financial landscape, you may be looking for trusted expert guidance. That’s where I come in.

With 18+ years of experience in the financial industry, having worked with leading names like Macquarie Bank, CBA, and Zurich, and as a co-founder of the award-winning Fox & Hare Financial Advice, I’m here to provide you with the general advice you need to make informed and confident decisions.

Whether it's about understanding investments, superannuation, cash flow, or future financial planning, I offer clarity that helps you take the right steps forward.

 

 

Book in Your Clarity Call Now

A Healthy Dose of Financial Insights to Get You Feeling Better About Your Money.

“Jess is a great sounding board and someone who has a lot of knowledge in this area and gives fantastic resources.”

Nic & Jac- Health Care Professionals - NT Australia

Book Your 1-Hour Clarity Call

This 1-hour session is an opportunity to explore your financial questions and gain insights. We’ll discuss your situation broadly, identify key considerations, and provide general guidance to help you make informed choices with confidence.

This is perfect for you if you have a particular issue that you want trusted, qualified expert advice on and you are not ready/not wanting full personal financial advice.

I am a fully licensed and qualified Financial Adviser with almost two decades of experience in Financial Services.

What to Expect

→ Expert Insights: Access reliable, professional guidance backed by 18+ years in the financial services industry.

→ Trusted Guidance: Benefit from my experience working with major financial institutions and co-founding a B Corp-certified financial practice.

→ Confident Decisions: Leave the call with a clearer understanding of your options, feeling empowered to make the right financial decisions for you.

Why Choose Me?

I have helped thousands of Australians feel more confident and capable with money. Be it through our signature online Money Programs (The Greenhouse Money Growing Program and Evergreen Money Club), through our work in the Corporate Wellbeing space, one-on-one General Advice calls or through our weekly podcast, Financially Fierce.

Named among the Top 50 Most Influential Advisers in Australia by the Financial Standard, FS Power 50, and awarded Newcomer of the Year at the Independent Financial Advisers (IFA) Awards.

Also named finalist in the 2024 Women in Finance Awards for Wellbeing Iniatitve of the Year, Community Program of the Year, Thought Leader of the Year, Innovator of the Year and Entrepreneur of the Year I bring a wealth of experience and a deep commitment to guiding your financial wellbeing.

I also spent many afternoons after school in my mothers office at a private hospital doing homework and nabbing any leftover biscuits or cakes from the tea-room, I have seen the immense pressure and workload medical staff face on a daily basis. My love of money also helped me establish that Drs were the best people to babysit for as a teenager, they paid the best and offered the best snacks. It was win win. 

Ready to Gain Clarity?


Click below to book your Clarity Call and start moving forward with confidence.

One-Hour Clarity Calls are $500 inclusive of GST.

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You will receive a short questionnaire ahead of our session to obtain basic financial information, so we can get the most out of our time together. 

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DISCLAIMER AND RELEASE 

To: Jessica Brady and its associated companies

I acknowledge that our Clarity Call Meetings are an educational and information forum only and the presentations, information, statements and opinions expressed at these meetings and in all associated material handed out during these meetings are intended as an educational resource and as a guide to strategies to assist in my own financial decision-making process.

I acknowledge that all advice is general in nature and I will not be provided with any financial advice or specific legal, accounting, financial or investment advice and that I have been urged to seek professional advice before attempting to implement any strategies outlined in these meetings or meeting.

I also acknowledge that although reasonable efforts have been made to ensure that all statements and information provided at these meetings are correct, I should not rely on any such statements or information or strategies, but take my own professional independent advice and make my own enquiries and investigations before taking any action.

I also acknowledge that none of the clarity callers can guarantee any results or outcomes that may be achieved as a result of implementing any of the strategies or following any of the information presented within the call, the handout material and material sold on the Jessica Brady website and no representations or advice have been, made or provided to me to this effect. I also accept that investing involves risk and I will make my own assessment of the risk and take my own specific advice before action on any information supplied or strategies discussed at the calls.

I also release and save harmless each and every one of the clarity callers in particular, Jessica Brady and their presentations, partners and business affiliates and their executors, administrators and their assigns from any liability or any loss or damage or expense suffered or incurred by them as a result of any action taken by me or any party associated with me as a result of information and material supplied or strategies discussed within the call. This document may be pleaded as a bar or defence to any such claim, action, demand or proceedings and I indemnify each and all of such parties in relation to any loss or damage or expense suffered by them as a result of any such claim, action demand or proceedings.

And that my friends is some fine, fine print for you.

©2024  ALL OF MY COURSES, WORKBOOKS AND COMMUNITY CALLS CONTAIN GENERAL ADVICE AND FACTUAL INFORMATION ONLY.

NOTHING WILL TAKE INTO ACCOUNT YOUR OBJECTIVES, FINANCIAL SITUATION OR NEEDS. BEFORE ACTING ON ANY INFORMATION IN THIS PROGRAM, YOU SHOULD CONSIDER THE APPROPRIATENESS OF THE INFORMATION HAVING REGARD TO YOUR OBJECTIVES, FINANCIAL SITUATION AND NEEDS. BEFORE MAKING A DECISION ABOUT A SPECIFIC FINANCIAL PRODUCT, YOU SHOULD CONSIDER THE PRODUCT DISCLOSURE STATEMENT (PDS).

WE ALSO RECOMMEND SPEAKING TO A FINANCIAL ADVISER SHOULD YOU NEED ONE.

I AM ALSO KNOWN AS JESSICA GERKEN. LONG STORY, NOT VERY INTERESTING. ANYWAY, I AM A QUALIFIED FINANCIAL ADVISER AND AN AUTHORISED REPRESENTATIVE (NO. 1259972) OF PARAGEM PTY LTD (AFS LICENCE NO. 297276. ABN. 16 108 571 875 ) | CORPORATE AUTHORISED REPRESENTATIVE NO. 1305567 of WEALTH HEALTH & HEELS PTY LTD (ABN 59 659 941 910).