I was inspired to help people achieve their financial goals after seeing someone close to me experience both financial and emotional pain from poor investment advice. Their best interest was not put first and they were not educated on the risks. I pride myself on having a trusting and honest relationship with my clients, to ensure they fully understand their financial strategy and achieve their desired outcomes.
I commenced my financial planning career in 2011 and have since gained invaluable experience in a wide range of financial services and advice strategies. My passion for building relationships with people and providing a quality advice service enabled me to successfully grow into a senior financial adviser and open my own financial planning business in 2015. I spent time in the United Arab Emirates from 2018 to 2019, working with high net worth clients on their international financial planning, and now I'm happy to be back home in Australia.
To keep on top of the ever changing financial environment, I take every opportunity to learn more about the diverse strategies available to enhance my clients' results.
As a professional and experienced financial adviser, I work closely with my clients to understand their financial situation, goals, and objectives. I understand that every individual has unique needs, so I work with them to develop and implement a tailor-made plan best suited to them.
I specialise in wealth creation, personal insurance, superannuation, and retirement solutions.
I Jace explained how the investments work in super funds and after helping me clearly find define my goals for the future then was able to show me options for me to consider for my retirement. The research that Jace has done to assist me in making the decision on my future were easy for me to understand and I feel more confident. I am glad he was recommended to me
It was a wonderful experience to work with Jace on our financial plans for now and for retirement. Jace listened to our goals and then was able to use his expertise to help us put a plan in place to achieve those goals. We are very grateful to Jace for helping us to navigate this area with professionalism, positivity and patience. I would highly recommend Jace from Steel Lake to family and friends.
Jace clearly communicates and outlines in detail to meet our circumstances. His knowledge was so advantageous to us in helping towards every step of redundancy/superannuation/retirement and pension. We are very happy with the advice and detailed Statement of Advice. Would be very happy to recommend Jace to anyone.
Jace provided a comprehensive, detailed and extensive statement of advice. We were very pleased with the options he outlined, the models calculated and the next steps suggested. He clearly communicated with us and exceeded the expected date of the delivery of the statement.
"We recently changed advisers and found Jace. He has been engaging from the start and fully understood what we were seeking advice about. His advice and guidance was clearly explained and he was careful to ensure we fully understood and if we had any questions. We would have no hesitation in recommending Jace to anyone in regard to investment or superannuation advice."
- Adviser status Platinum
- Number of reviews 49
- First year providing advice 2013
- Years of experience 10
- Bachelor of Business (Financial Planning)
Steel LakeSuite 13, 478 The Esplanade
Warners Bay, NSW 2282
- 10:00am – 3:00pm Saturday
- 9:00am – 6:00pm Monday, Friday
- 9:00am – 7:30pm Tuesday – Thursday
- In person
- Video call
Alliance Wealth Pty Ltd