JSA Group
JSA Group is a privately held, founder-owned Australian financial services firm in Broadmeadow, NSW, delivering integrated financial advice, accounting and tax, SMSF, mortgages, novated leasing, property, and aged care services to individuals, families, and small businesses across the Newcastle/Hunter region since 1976.
- Company typePrivate
- Founded1976
- HeadquartersBroadmeadows, Australia
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What JSA Group does
JSA Group is a privately held, founder-owned multi-discipline financial services firm headquartered in Broadmeadow, NSW, Australia, with a secondary office in Norwest. Founded in 1976 by Jeff and Janelle Shakespeare, the firm has operated continuously for 49 years serving individuals, families, and small-to-medium businesses across the Newcastle/Hunter region. It delivers seven integrated service lines — financial advice, accounting and tax, mortgages and finance, novated leasing, SMSF administration, property services, and aged care financial advice — through approximately 18-20 qualified professionals including CFP-certified advisers, Chartered Accountants, and MDRT members.
JSA Group firmographics
Firmographics- Name
- JSA Group
- Legal name
- Jeff Shakespeare & Associates Pty Ltd
- Website
- https://jsagroup.com.au
- Company type
- Private
- Founded year
- 1976
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- JSA Group is a privately held, founder-owned Australian financial services firm in Broadmeadow, NSW, delivering integrated financial advice, accounting and tax, SMSF, mortgages, novated leasing, property, and aged care services to individuals, families, and small businesses across the Newcastle/Hunter region since 1976.
- Ownership category
- akta.pro rank
JSA Group industry classification
Industry- Product category
- Financial Advisory and Accounting Services
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Services-Management Consulting Services (8742), Loan Brokers (6163), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)
Keywords
Where JSA Group is headquartered
LocationHeadquarters
- HQ city
- Broadmeadows
- HQ country
- Australia
- HQ region
- Oceania
Offices3 records
Markets served
JSA Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Planning and Advice: Fee-for-service financial planning services including wealth accumulation strategies, retirement planning, risk management, and tax planning. The company provides advice through Matrix Planning Solutions Ltd (AFSL 238256).
- Accounting and Tax Services: Professional accounting services including business maintenance, compliance work, tax returns, BAS/IAS, FBT, CGT, and corporate secretarial assistance.
- Mortgages and Finance: Mortgage broking and finance services with access to a panel of lenders offering home loans, investment loans, and portfolio loans.
- Novated Leasing: Three-party lease arrangement between employee, employer, and financier providing salary packaging for vehicles with tax benefits.
- SMSF Administration: Self-managed superannuation fund administration including establishment, financial statements, tax returns, audits, and ongoing compliance.
- Aged Care Financial Advice: Specialist advice on financing residential aged care, helping clients understand and meet aged care costs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | One time | Aged Care Financial Advice - Free introductory consultation |
| Other | Pay-as-you-go | Novated Leasing - Obligation free quote |
| Subscription | Monthly | Financial Advice - Obligation free appointment |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
JSA Group product offering
Product offeringCore offering
JSA Group is a multi-disciplinary financial services firm providing financial advice, accounting and tax, mortgages and finance, novated leasing, SMSF administration, property advisory, and aged care financial services. It serves individuals, families, and small-to-large businesses primarily across the Hunter region and broader Australia. The firm operates on a referral-based model and is a Xero Gold Partner with an in-house SMSF administration team.
Product overview
JSA Group is a multi-service financial services firm offering an integrated portfolio of core financial services. The main offerings include Financial Advice (wealth accumulation, tax planning, risk management), Accounting & Tax (business maintenance, compliance, advisory), Mortgages & Finance (home loans, investment loans), Novated Leasing & Finance (salary packaging for vehicles), SMSF Administration (self-managed super fund setup and management), Property Services (real estate assistance), and Aged Care Services (elderly care financial planning). The company also provides supplementary services including public education seminars, online appointment booking, and market intelligence newsletters. Services are delivered through licensed advisers and qualified accountants operating from the Broadmeadow office, with some services authorized through Matrix Planning Solutions (AFSL holder).
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advice Personal financial planning, superannuation advice, retirement income strategies, wealth creation, estate and succession planning, insurance advice, and aged care financial planning for individuals and families. Delivered by qualified advisors under a fee-for-service and commission model, with obligation-free initial consultations.
- Accounting & Tax Annual financial statements, income tax returns, BAS lodgement, payroll, bookkeeping, and general business advisory for small to large Australian businesses. JSA is a Xero Gold Partner, indicating proficiency with cloud accounting platforms.
- Mortgages & Finance
Quantifiable outcome
- MDRT membership represents top 6% of financial service professionals globally
- +1 more outcomes
Companies that use JSA Group
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles4 records
JSA Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature3 records
JSA Group partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- SMSF Adviser Network (SAN)coreJSA Accounting & Tax Pty Limited is authorised through the SMSF Adviser Network Pty Ltd (SAN), the AFSL of the National Tax and Accountant's Association Ltd (NTAA). SAN supports the practice in providing SMSF advice including establishment, contribution strategies, pension strategies, and investment strategies.
- Matrix Planning Solutions LtdcoreJeff Shakespeare & Associates Pty Ltd is a Corporate Authorised Representative of Matrix Planning Solutions Ltd (AFSL 238256). Matrix is an Australian Financial Services Licensee with over 100 financial planners throughout Australia and $2.6 billion in funds under advice. Jeff Shakespeare was a founding member and Director of Matrix Planning Solutions Ltd.
- XerocoreJSA Accounting & Tax is a Xero Gold Partner, offering cloud-based bookkeeping and accounting services to clients. The partnership provides clients with access to Xero accounting software with expert support from JSA.
- Centrepoint AllianceminorMatrix Planning Solutions is part of the Centrepoint Alliance group, providing additional institutional support and resources for JSA's financial planning operations.
- Financial Advice Association Australia (FAAA)minorFAAA is Australia's leading professional association for the financial advice profession. JSA Group maintains FAAA Professional Practice accreditation as a mark of professional excellence.
- Finance Brokers Association of Australia (FBAA)minorFBAA is a national association representing finance and mortgage loan writers throughout Australia. JSA maintains membership for industry representation and monitoring of legislation.
- Legal Professionals (Estate Planning)minorJSA has strategic alliances with specialists in the Legal profession for Will preparation and Estate & Succession Planning services.
- Property and Real Estate SpecialistsminorAccess to specialists in Property and Real Estate for clients interested in property development or considering purchasing or selling property.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
JSA Group competitors and assessment
Company assessmentDirect peers
- Morgans Financial: Full-service Australian financial advisory offering wealth management, stockbroking, and corporate advice. Comparable to JSA's comprehensive financial services platform and individual/SMB client base, with a stronger institutional footprint but similar advice-led model.
- Shaw and Partners: Australian wealth management firm providing financial advice, investment management, and portfolio advisory services. Comparable to JSA's advice-led business model and individual/family client segment, with broader geographic and capital-markets reach.
- Findex: Australian accounting, advisory, and wealth management firm serving SMBs and individuals across regional Australia. Closely comparable to JSA in regional focus, integrated accounting/wealth offering, and SMB + high-net-worth client segments.
- Tribeca Financial: Australian mid-market financial advisory firm offering financial planning, wealth management, and lending solutions to individuals and SMBs. Comparable to JSA Group in its multi-service model, advisor-led sales motion, and target client base of individuals, families, and small business owners.
- Pitcher Partners: Australian accounting, advisory, and business services firm providing tax, business advisory, and wealth management. Comparable to JSA's accounting-and-advice combination, mid-market business client focus, and partner-led regional delivery model.
- Consultum: Australian financial advice licensee and adviser network supporting boutique planning practices. Comparable to JSA's licensed-advice model under Matrix, with similar financial planning and wealth advisory focus on individuals and families.
- Hewison Private Wealth: Boutique Australian wealth advisory firm providing financial planning, investment management, and aged care advice. Closely comparable to JSA in service mix (financial advice + aged care specialisation), HNW/retiree client focus, and relationship-driven service model.
- Centra Wealth: Australian financial advice and wealth management group serving individuals and SMBs across multiple states. Comparable to JSA in multi-service wealth advisory model, individual/family client focus, and AFSL-licensed advice delivery through affiliated practices.
Broad incumbents
- BDO Australia: Global accounting and advisory network with substantial Australian presence across audit, tax, and wealth advisory. Overlaps with JSA's accounting, tax, and business advisory offerings, but operates at national scale with broader service portfolio and enterprise-grade clients.
- RSM Australia: Mid-tier Australian accounting and advisory network offering audit, tax, consulting, and wealth advisory services. Comparable to JSA's accounting and SMSF capabilities, but at significantly larger scale with national footprint and broader service breadth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
JSA Group social profiles
Digital presenceJSA Group compliance and trust
Trust signalCompliance2 records
JSA Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
JSA Group leadership team
Management profileNumber of profiles
Profiles18 records
JSA Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
JSA Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about JSA Group
What does JSA Group do?
JSA Group is a multi-disciplinary financial services firm providing financial advice, accounting and tax, mortgages and finance, novated leasing, SMSF administration, property advisory, and aged care financial services. It serves individuals, families, and small-to-large businesses primarily across the Hunter region and broader Australia. The firm operates on a referral-based model and is a Xero Gold Partner with an in-house SMSF administration team.
Is JSA Group a public or private company?
JSA Group is a private company. It is classified as family owned and is currently operating.
When was JSA Group founded?
JSA Group was founded in 1976. It employs 11 to 50 people.
Where is JSA Group based?
JSA Group is headquartered in Broadmeadows, Australia, in the Oceania region.
How does JSA Group make money?
Six revenue lines are on record. Financial Planning and Advice is the primary driver. The others are accounting and Tax Services, mortgages and Finance, novated Leasing, SMSF Administration and aged Care Financial Advice.
Who are JSA Group's main competitors?
Direct peers on record are Morgans Financial, Shaw and Partners, Findex, Tribeca Financial, Pitcher Partners, Consultum, Hewison Private Wealth and Centra Wealth. Broad incumbents are BDO Australia and RSM Australia.
Does JSA Group have an API?
No public API is recorded for JSA Group.
What industry is JSA Group in?
JSA Group's product category is Financial Advisory and Accounting Services. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 8742.