Jaymee-Lei Lambert - Financial Adviser

Jaymee-Lei Lambert - Financial Adviser Shaping your family's lifestyle today & creating opportunity for tomorrow.
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10/06/2026

Recent data shows Australians' life satisfaction has fallen below levels seen during COVID lockdowns, with financial stress and cost-of-living pressures being major contributors.

While money isn't everything, feeling out of control financially can impact almost every area of life - relationships, health, sleep, career decisions and future confidence.

The good news?
Financial wellbeing isn't about being wealthy. It's about having clarity, a plan, and confidence in where you're heading.

If rising costs, debt, or uncertainty have you feeling overwhelmed, you're not alone. Taking small steps towards improving your financial position can make a bigger difference than you think.

https://linktr.ee/Jaymeelambertfinancial

Things I wholeheartedly believe in as a financial adviser ✨What would you add to the list? 👇
08/06/2026

Things I wholeheartedly believe in as a financial adviser ✨

What would you add to the list? 👇

🎉 Exciting news! 🎉Our Google Business page has finally been approved and is now live.If we've worked together and you've...
05/06/2026

🎉 Exciting news! 🎉

Our Google Business page has finally been approved and is now live.

If we've worked together and you've found value in the advice, support or guidance you've received, I would be incredibly grateful if you could take a couple of minutes to leave us a Google review.

As a local business, reviews make a huge difference. They help other people find us, learn about the experiences of our clients, and give them confidence to reach out when they need financial advice.

Thank you to everyone who has trusted me to be part of their financial journey so far. Your support means the world to me and my business.

https://g.page/r/CW0hti04WlKPEBM/review

We're Hiring! Are you passionate about providing exceptional customer service and looking for an opportunity to grow you...
02/06/2026

We're Hiring!

Are you passionate about providing exceptional customer service and looking for an opportunity to grow your career in a professional and supportive environment?

We are seeking an Administration Support Officer to join our locally based team in Hervey Bay.
The ideal candidate will have:
✔ Strong customer service and communication skills
✔ Confidence with technology and administration systems
✔ An interest in social media marketing and business promotion
✔ A proactive attitude and willingness to learn
✔ A desire to support clients and work closely with a Financial Adviser

This is a fantastic opportunity to gain exposure to the financial planning industry while developing valuable skills and building a long-term career pathway.

We offer a friendly small-office environment, ongoing support, and opportunities for professional growth and development.

If you're organised, motivated, and enjoy helping people, we'd love to hear from you.

📍 Based in Hervey Bay
📩 Contact us today to find out more about the role and how to apply.

I'm Back! ✈️☀️After a wonderful break exploring Japan with my family for 3 weeks, I'm back in the office and ready to he...
02/06/2026

I'm Back! ✈️☀️

After a wonderful break exploring Japan with my family for 3 weeks, I'm back in the office and ready to help you refocus on your financial goals.

Whether you're looking to review your superannuation, make the most of your cash flow, plan for retirement, invest for the future, or simply check that you're on track, now is a great time to have a conversation.

Financial planning isn't just about numbers, it's about creating a strategy that supports the life you want to live, both now and in the future.

If a financial check-in has been sitting on your to-do list, I'd love to help.

📅 Appointments are now available, get in touch to book your review and let's make the rest of the year count.

Grateful to have the BEST clients 🙌
17/04/2026

Grateful to have the BEST clients 🙌

We are so happy to be in our new office space, conveniently located centrally in Hervey Bay! Combining our comprehensive...
16/04/2026

We are so happy to be in our new office space, conveniently located centrally in Hervey Bay! Combining our comprehensive Financial Planning services with the expertise of the legends at Loan Market Hervey Bay , we provide your one stop shop for all things finance.
Book in for a free inital meeting below, or pop in to say hi!
https://linktr.ee/Jaymeelambertfinancial

Real advice. Real conversations. Real results.Helping families in Hervey Bay get clear on their finances and confident a...
16/04/2026

Real advice. Real conversations. Real results.

Helping families in Hervey Bay get clear on their finances and confident about what’s next.

👉 Book your free initial consultation today.
https://linktr.ee/Jaymeelambertfinancial

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Hervey Bay, QLD
4655

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