My goal is to help Australians attain financial independence. I pride myself on helping clients get the right empathetic service, and advice to ensure their lives remain in balance with work and home life while helping them reach their long term goals. With a passion for investing and risk protection, I believe that financial security is essential to achieve long term success.
I have found Jacky to be a very lovely young man. Always able to fully explain any questions i have had & in terms i can understand.
We speak to Jacky yearly but if i have any questions he is available at any time.
Jacky has always been available to assist us with superannuation advice & investment strategies. He is extremely knowledgeable and explains things in a way we can understand. I would highly recommend Jacky to any family or friends who are seeking financial advice.
Jacky has always provided good clear advice, and takes the time to make sure I understand the options and tax implications for what he proposes. I have never felt pressured into any product. A few years back, I said I wanted to move all of my super and investments into ethical and sustainable funds and he did the research and due diligence to provide me with some options. He has offered good guiding advice as I start to plan transitioning into retirement.
We schedule six-monthly 'catch ups' which are held in January and July. A full discussion on all aspects of my superannuation is covered. This includes a financial breakdown/analysis of what has happened both within Australia and globally pertaining to the share markets. Advice is given on projections of what is likely to, or may, occur over the next year. A summary of my current superannuation plan is provided and discussed. Any alterations to the plan are also discussed with advice given.
Jacky Ng represents exemplary standards in customer service. He always gets back to me promptly with any queries I have, or help needed with taxation questions. His knowledge is very strong and current with latest market changes. Jacky is also a good listener, shows great interest in personal topics and shows great diplomacy in communications. I would recommend Jacky and Lifestyle to anyone.
- Adviser status Gold
- Number of reviews 17
- First year providing advice 2014
- Years of experience 9
- Master of Finance
Lifestyle Financial ServicesSuite 4.01, 9 Help St
Chatswood, NSW 2067
- 8:00am – 7:00pm Monday – Friday
- In person
- Video call
Fortnum Private Wealth Ltd