Jim Penner

I’d personally consider myself a Financial Coach, and as I’ve said all along to clients, we don’t have anything to sell you, we are focussed on ensuring we meet your realistic needs and expectations in a manner that helps you sleep at night.

Jim Penner

I’d personally consider myself a Financial Coach, and as I’ve said all along to clients, we don’t have anything to sell you, we are focussed on ensuring we meet your realistic needs and expectations in a manner that helps you sleep at night.

I love my job and the clients/staff I get to interact with every day. I wouldn’t change my day-to-day for the world.

I am a firm believer in getting the most out of life, and since I enjoy taking a risk or two why not spend most of my days assisting clients to embrace worthwhile and rewarding risks.

For more than 20 years, I have assisted many clients to outline, define and work on their goals and do so with regular proactive contacts.

My background in Canada during my University days was working in Credit Unions (the Canadian banking system is extremely similar to the Australian system), as well as a Waiter in a restaurant. These roles enabled me to understand that everyone wants to be heard, and have their needs met. They don’t like to be thought of as a number, and I endeavour every day to ensure that a client feels heard, and that their needs are appropriately and timely addressed.

I’d personally consider myself a Financial Coach, and as I’ve said all along to clients, we don’t have anything to sell you, we are focussed on ensuring we meet your realistic needs and expectations in a manner that helps you sleep at night.

Early on in my career I had the good fortune to win some Top 50 CFP awards, as well as the Independent Financial Adviser (IFA) Queensland Adviser of the year. During my interview for that recognition, I mentioned a famous sportsperson that provided me with inspiration daily.

Martina Navratilova, a famous former Tennis champion was once asked why she had decided to unretire from the professional Women’s Tennis circuit and she responded:

Because the ball comes over the net a different way each time”.

I really liked that quote and our industry is one that allows me to meet people from all walks of life, with varying views on investment and wealth, and it is such a great challenge to be able to assist a broad range of clients in this ever-changing industry.

My main passions outside of the business are family and sport. My wife Vittoria and I are a blended family, and my 3 children are now all working and/or studying…no more teenagers! Vittoria has 2 of her own, so as we like to say we are 5/6 of the Brady Bunch – minus Alice!

We like to be active with bike riding, heading to the beach, and our regular date nights (without kids of course). We always have a great laugh and fun times playing traditional family card games when we all get together.

As for sport, growing up in Central Canada, as a terrible ice skater I had to pivot pretty quickly away from hockey and I chose Basketball. For many years I was the shortest kid on the court (or in my case – the end of the bench!).

Spending so much time “watching” basketball is probably why I then began coaching it shortly after high school. I still play my old man basketball, and also for the last 4 years or so I have been more involved in golf, playing competitions, although you wouldn’t know it by the lack of improvement in my handicap.

When I am not gas-bagging, I love wiling away the hours on a beach reading a good book, and I have recently finished What the Dog Saw by Malcolm Gladwell.

There are great insights into some current thinking on business, leadership, sport, technology and other concepts in that book.

For escapism I do like a good spy novel, so please don’t hesitate to hit me up with suggestions if you have any. 

Latest Updates by Jim

A Little More About Jim

I am a sucker for sports podcasts, in particular, The Ringer podcasts.

First Job:  Newspaper delivery for Winnipeg Tribune.

What I spent my first-ever paycheck on: A&W Teen Burger, Onion Rings and Root Beer.

If only I were a superhero:  Wolverine from X-men;

First professional sports event:  Winnipeg Jets vs Edmonton Oilers (Wayne Gretzky) hockey game – Winter 1980.

Accolades

Top 50 CFP awards, as well as the Independent Financial Adviser (IFA) Queensland Adviser of the year.

Jim’s Favourites

Colour:  Orange

Food:  Pizza, or all things Italian

Movie:  No Country for Old Men

Comedy:  Groundhog Day

TV Show:  Mad Men

Band:  Tie between REM & the Clash

Song:  Death or Glory by The Clash

Animal:  Giraffe

Actor:  Morgan Freeman

Actress:  Charlise Theron

Latest Updates by Jim

We've helped hundreds of Australians achieve financial success.

Robert Trewin; Aged 74
"Have been a P3 Financial Planning client for over ten years and would recommend their service's to any one looking to set up a well managed fund for retirement. The staff listen to your requirements and provided you with options to achieve your set short and long term goals."
Raymond and Marie Kinne
“We've been clients of Jim Penner for 20 plus years, and have been incredibly looked after over that entire time. We know we can get Jim and his team whenever we need them. With our retirement plans, the outcomes we have had have always exceeded our expectations. There has been many occasions where we've travelled with other friends and they've been constantly stressed about money the entire trip. Our experience has been the exact opposite. We have enjoyed the peace of mind that P3 has given us.”
Michael and Rebecca Hall; Aged 40, and 38
"Jon, once again thank you so much for your assistance, my wife and I feel incredibly relieved and so much better knowing we are on track for a reasonable retirement and taking care of our girls, well done!"
Denise; Aged 79
"Have been with Jim Penner from 2003 when he first started the business. We have been very happy and the company has proven to be very professional and personalised."
Matthew Harm
"Bella was fantastic. Information requested was quick and painless."
Shannon; Aged 35-45
“Blaine has given me advice in areas including Loan Products, Self Managed Super Funds, and Managing Debt. Blaine was always able to explain things to me in a clear way. Through Blaine’s knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Blaine’s full care and attention when I needed it.”
Deborah; Aged 56-65
“Maria has given me advice and assistance with my Superannuation, complex Pension issues, Share advice and also Aged Care advice for a Cousin in my care. Maria has always been able to answer my questions in terms I can understand and to seek to clarify any other matters which may arise. She has always provided caring attention to my specific situation and I would not hesitate to recommend her to family and friends, totally confident in her abilities and caring nature.”
Terence; Aged 65+
“Maria has given me advice regarding the appropriateness of my investments. I rely on her advice to ensure that I will get the optimum pension from my pension fund. She also ensures that I have enough liquidity in my fund to pay expenses and my monthly pension. I appreciate that she has arranged my investments so I am safe as possible for my age.”
Nicole
“The team at P3FP are highly professional, personable and skilled. The advice they offer is both practical and valuable for clients across all age groups and income levels. P3FP is a locally owned and operated business who puts their clients first.”
Andy Fechner
“Jim has always had our best interests foremost, has listened to our concerns and formed a personal relationship with us. Great to have seen the development of P3Financial Planning from the very start. Very dependable, fulfils his promises.”
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