What our clients are saying:
My husband and I have just finished our first meeting with Jake and have walked away feeling impressed. Being a bit “older” we have dealt with a number of advisers 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. We are very much looking forward to working with Jake.
I am delighted that my daughter recommended Jake. I have found him to be extremely knowledgeable and helpful. He has always given sound education . He is very personable. He is prompt and efficient with any queries that l have. I would highly recommend him
As a new client of Jake’s I’m very impressed with his expertise and approach. He took the time to educate fully and clearly explained everything. I have since referred other members of my family to Jake.
Jake has provided education on superannuation and insurance. He has also provided advice on budgeting and facilitated the formation of our Wills and Testamentary Trusts. Jake was able to explain things clearly to ensure we fully understood.
Living in Melbourne, we were having difficult deciding how to invest our savings. Do we purchase a property in Melbourne’s surging market now or do we put our home ownership dreams on hold and buy shares? We booked an appointment with Jake seeking some clarity. He delivered that and more. It’s easy to get bogged down in opinions from family and friends or overloaded by financial information on the internet. We now see the value that outside, expert education from a pre-advice specialist like Jake can provide.
Jake was really easy to talk to. I felt he understood what I was looking to achieve and could genuinely relate to me. His priority was ensuring that I understood what he was teaching. He was very accommodating in working around my availability as well (sorry Jake). I appreciate Jake and would definitely recommend him to others.
Jake is very personable and friendly and was always more than happy to explain anything I didn’t understand. Through Jake’s knowledge and experience, I feel very confident. I would highly recommend Jake.
Jake Wilkins is a very friendly, enthusiastic and approachable guy, who explained the various ways to pay and spread out income protection, the levels of income protection and what it all meant. Previously we had been so confused with what we were and weren’t paying for, Jake broke it down to understand all the different components.
After a session with Jake talking all things retirement, superannuation, business succession planning & advanced care I feel reassured, intentional, informed and more knowledgable. Jake explained some complex concepts in such an accessible way I now have a clear understanding of relevant issues to my circumstance. I feel empowered and excited about my financial potential. Jake truly has the heart of a teacher when it comes to financial guidance.
Consulted with Jake on matters pertaining to cashflow and income , investment properties, small business advice and budgeting strategies. Jake was polite and easy to talk to and very knowledgeable in all financial matters. I came away from our meeting with clear goals for the future and finally feeling like I have direction and clarity. Not only would I highly recommend Jake, I will also be coming back for guidance on future goals.
Jake helped me construct my Will. Jake was polite, knowledgable and professional. He explained terms I didn’t know and gave real world examples. I left our appointment feeling enlightened and better prepared for the future. I highly recommend him.
Jake has always had my best interests at heart. I have found him to be totally upfront and honest in my dealings with him with 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. I have always had an enjoyable experience with my dealings with Jake and he will continue to have my ongoing support
Jake has provided me with education concerning superannuation, budgeting and planning for the present and the future. Jake was always extremely professional and he explained every aspect with great clarity ensuring my ongoing understanding. Through Jake’s knowledge and experience, I am totally confident in my future. I always received Jake’s full care and attention when I needed it
Jake is extremely good at explaining complicated matters of financial advice into simple terms that I can understand. He has helped us understand our SMSF, my husband and my small businesses, budgeting, and more. I would highly recommend Jake.
Jake has always been kind, friendly, honest and non judgemental. His teaching comes from the head and heart, and he is great at explaining more complex financial concepts. We were instantly put at ease, and looked forward to every meeting. Jake assisted us with debt management, and budgeting, Not only would I recommend Jake, I already have. My husband and I are grateful for his help.
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. Definitely recommend.
I would like to say a massive thank you for all your help over the last few months. You have always communicated with us on a level we could understand, making sure everything was explained clearly. Love all your pictures and diagrams. You listened to what we were after and were always accommodating with our meetings. Whenever our meetings finished we were always left with a clear view on what we had talked about. Your very professional in what you do and also down to earth which is why we choose you
Jake, we are very grateful for all the work you have done for us over the last few years. Thanks for all the chats as we started up our small business. It has been a huge help. Also thanks for your thorough education on super & insurances to name a few things. I would recommend you to anyone. You have a great skill in being able to educate us on these matters & make it easy to see the financial options we have.
You’ve been an amazing help. It’s hard to find a professional who is easy to get along with and has a wealth of knowledge, and finding you was amazing. We’ve always felt safe with any information provided to us and you went above and beyond to help us. Again, thank you so much for all your help.
I wanted to pass on my sincere thanks and appreciation for your financial education. Both Robyn and I particularly appreciated your attention to details. You listened to the information we provided and were able to provide us with graphic representations and areas where we needed to ensure there were safeguards. You had our genuine interests at heart and the education was exactly what we were seeking. We felt you hit our goals on the nail and for these reasons we knew you were a true professional. We have had financial advice and met with other planners but none have been able to provide the clear explanations and provide explanations including safeguards which you were able to deliver. Your knowledge far exceeded our expectations.