SHARING THE KEYS TO FINANCIAL freedom

Financial Planning
Money Coaching
Financial Education
Training and Programs

Want to join our intermediate 12-week money coaching program?

This program is for people who are already “good” with their money but know that they can do much better. We also workshop what you need to know around superannuation, insurances, Wills/Estate Planning and all the other “grown up” stuff we probably should look into.

how we help our clients

Financial Freedom Ladder

Money Coaching

F.I.R.E. & Retirement Planning

SMSF Specialist Advice

Insurance Specialist Advice

Estate Planning & Intergenerational Wealth

Client Testimonials

I am delighted that my daughter recommended Jake. I have found him to be extremely knowledgeable and helpful. He has always given sound honest advice . He is very personable. He is prompt and efficient with any queries that l have. I would highly recommend him

Eileen

Willeton, WA

I have found Jake to be totally upfront and honest in my dealings with him with self managed super funds and managing debt which is important to me as it is my family's future he is helping to secure. He has always displayed a professional and caring manner who really listens and takes the time to assist me with my needs.

Tony

Jamboree Heights, Qld

As a new client of Jake's I'm very impressed with his expertise and approach. He took the time to understand my situation fully and clearly explained what he was recommending and why. I have since referred other members of my family to Jake

Steve

Sunnybank, Qld

Jake has given me advice and helped with my applications for Life Insurance, TPD and Trauma cover. My scenario wasn't straightforward but Jake persevered and came up with numerous solutions, explaining all of the options clearly. Jake is very personable and friendly and was always more than happy to explain anything I didn't understand. I would happily recommend Jake.

Denise

Holland Park, Qld

I really just clicked with Jake. It makes the world of difference when someone just 'gets' you. He is able to take the complex world of finance and make it simple for people like me to understand.

Joel

Mango Hill, Qld

Being a bit “older” we have dealt with a number of advisors in the past - our personal circumstances often being shoved into an advisors “one size fits most” plan. Jake is refreshingly different. He takes the time to question and listen, engaging with us in conversation to identify needs vs wants to devise a personalised strategy. We feel confident that our needs will be met and tailored to our personal circumstances

Amanda

Samford Valley, Qld

Let's talk your freedom numbers

Many of us have “done the right things” that our parents and even society at large has taught us to do in relation to money. But where previous generations were seemingly hitting it out of the park by the same age, it just feels increasingly more difficult for our generation to reach even half of their success. And that’s completely fine, so long as what we choose to do next is something that actually gets us closer to true financial freedom.

A key building block that I teach my clients is to replace the word “retirement” with their own financial freedom ladder. This ladder is a series of milestones and progressive attainments that continues to strengthen our financial foundations as we get older.

While it is absolutely important to ensure that we have the right insurances, superfunds and investment strategies it is all relatively meaningless if we aren’t able to articulate why we’re choosing our choices in light of our own financial freedom.