Financial Planning Tailored to Help You Reach Your Goals
Ensuring not to overlook any essential aspect of your financial circumstances, our true holistic approach addresses every facet of your personal and financial circumstances. Most importantly, our core emphasis is on what truly matters to you – your objectives and your plans. It's a personalised approach where your needs take centre stage.
Our advice process relies on regular consultation with you every step of the way to ensure that the end result is the outcome you expect. We pride ourselves on thorough research and analysis to ensure our advice meets your unique needs.
We collaborate with specialist advisory businesses that hold the same client centric values as we do. When you engage Jacobs Financial Advisory you engage a group of trusted advisors.
We are a fee for service business. Did you know that insurance commission paid to a Financial Advisor does have a direct cost to you? Talk to us about removing the commission and lowering your insurance premium, for life.
Your Lifetime Advisor
Based on our extensive experience, we understand that it can be highly unsettling for a client when their Advisor transitions to a new firm or assumes a different role. Our Advisors are not just employees; they are vested owners in the business who have wholeheartedly embraced our fundamental principles of Longevity and Visibility. This assures our clients that their advisor is dedicated for the long term.
As a "goals-based" financial planning firm specialising in comprehensive financial advice, our approach involves assisting individuals in articulating their core values, goals and objectives. These aspirations serve as the cornerstone for crafting your financial blueprint. We then integrate these crucial aspects into their daily lives, driving their financial choices and long-term strategies. Through this close partnership, our clients experience a profound sense of reassurance, anticipation, and certainty regarding their financial future.
I would like to put in writing my recommendations for anyone looking for an honest and hardworking Advisor. I have known Marcel since he began looking after my plan in 2015, and I have never felt more comfortable about his advice. Marcel keeps up to date with my financial situation and always follows through with what he says. I wish him well.Kim Parker
Marcel is a great planner and understands the products and client's needs well. He's not pushy and always has the client's best interest at heart which is refreshing in the industry.Ryu Noai