Jean Bahr

Client Associate

Education and accreditations
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning

Employed at Calder Wealth Management since
- 19 July 2021

Jean Bahr

about me

I am an avid motorsport fan, and photographer. Being born and raised in the south-east of our great state has instilled within me an appreciation for the outdoors, dark skies, and wide-open spaces. I love to travel and see what the country has to offer by way of photo opportunities whilst building a wonderful collection of memories along the way. I have been in the finance industry since 2007 in various roles, after leaving a life in hospitality when I had my son.

What do you enjoy most about wealth management?
I thoroughly enjoy seeing people achieve their goals – whether it’s a trip around the world before a certain age, repaying their home loan early, achieving a qualification they have always wanted, landing their dream job, or simply being able to breathe easy knowing they have a sound financial foundation in place.

What do you love most about being part of Calder Wealth Management?
The culture, general vibe, and the team. The collaboration to do the best for our clients is fantastic, we’ve all got each other’s backs.

What would you be doing if you weren’t working in Wealth Management?
Likely a role where I can continue to help others achieve goals and live their best lives, or something related to classic cars or motorsport.

How should people think about their wealth?
I believe they should view their wealth as if they are building their dream home, you need a solid foundation to start with, and everything else can fall into place and be protected if you have this right.

What do you love to do outside of work?
I really enjoy photography, motorsport, reading, gardening, and spending time with family and friends around our oversized table with sensational food, memorable conversation, and a few special cocktails.

What quality of yours makes you best suited to what you do?
I’m an empathetic person by nature and value helping others in all aspects of life, being able to see someone achieve goals, or find value in themselves is something I find rewarding. This is certainly an advantage within Wealth Management.