Jay Belevski

Jay's sound and considered advice has been invaluable. He liaises well with other professionals and family involved with my financial management and I have recommended his services to others. I have appreciated his time and attention over past years especially when tackling the issues of widowhood.

I have worked with Jay for over 10 years. His expertise is super solid and I like his practical and considered approach. Jay is great at managing expectations and always provide various solutions for our discussions. Would highly recommend Jay and enjoy his sense of humour.

My wife and I have been clients of Jay's for nearly 10 years. In that time he has provided regular, helpful advice always from the perspective of what is best for us, taking into account our short, medium and long term needs. He backs this up with explanations of why the particular investment strategies he recommends will suit our requirements. He has proven to be an extremely trustworthy and valuable resource for us, and has been critical in helping us achieve our financial goals.

Jay has given myself and my wife advice to ensure we maximise our income stream till retirement then have enough in retirement to maintain a comfortable lifestyle while carefully managing our risk exposure to tolerable levels.