Professional
Financial
Planner

Jake’s passion and expertise helped me feel confident to take the steps necessary to commit to changing my financial future to reached goals carved out through thoughtful conversations.

Jake has been assisting me with my financial planning and insurances for a number of years now. He is very thorough in his approach which gives me confidence that the advice I am receiving is genuinely in my best interest. Extremely knowledgeable and a great guy to top it off. Would definitely recommend, 10/10.

Jake has given us advice on investing an inheritance to ensure a small income and future security. He was very clear in his explanation of our options and very aware of our particular needs. We feel confident that the advice he has given will ensure future security. Jake is always happy to be contacted and listen attentively. We would have no hesitation in recommending him to family and friends.

I have been working with Jake on both my financial strategies and insurances. Jake's expertise and advise has guided me in such a way that I finally have the comfort of knowing I have a strong plan in place for my future. I cannot recommend him highly enough. Jake, Thank you! I appreciate everything you have done for me.

Jake was introduced to us via a common network and I could not speak highly enough of Jake's professionalism, attention to detail and responsiveness. Not only did Jake provide us with guidance around what we initially requested a consultation for (Insurances), he also provided valuable insight into many other areas that we had not considered beforehand. I would have no issues in recommending any family or friends to Jake's services.

Jake has provided a tremendous level of checks to my existing circumstances, and further effort to find the most suited market product, all in a very approachable and communicable manner.

Jake was excellent to deal with, he is extremely knowledgeable and I could not ask for a better service. Jake analysed and compared each of the available policies relevant to my situation and explained the pros and cons of each option in detail. Jake also handled the process from start to finish, I cannot recommend Jake highly enough for all your financial needs.