Jake Taylor

Sterling Grange Financial Planning

Silver
5 Yrs Experience
Toorak, VIC 3142
Jake is a skilled financial services specialist focused on holistic advice with a successful track record of over 10 years in the industry. His expertise is in wealth generation and protection, providing exceptional client-centric services and tailored financial strategies. As Director of Sterling Grange Financial Planning, he aims to understand every client’s unique financial position and objectives so he can develop strategies that perfectly match the client to their goals. This is achieved by analysing a broad spectrum of investment, superannuation and insurance products to provide true value to his clients that help them realise financial stability. Relationships are what Jake seeks to build and maintain with his clients so he can become their trusted adviser and be part of their ongoing financial success.  Jake’s professional journey has seen him placed on several innovation and compliance committees as he is committed to the growth and integrity of the Financial Planning profession. His qualifications include a Master of Financial Planning, Bachelor of Commerce (Finance & Financial Planning) and a Family SMSF Adviser RG146 Course. He is a registered Tax (Financial) Adviser with the TPB and a member of the FPA (Financial Planning Association of Australia). He is currently enrolled in the CIPM® (Certificate in Investment Performance Measurement) and always seeking further professional development to maximise investors’ value from his advice.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Sterling Grange Financial Planning

Tok Corporate Centre, 1/459 Toorak Rd
Toorak, VIC 3142

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Axies Pty. Ltd.

AFSL 339384

5.00
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"I have no hesitation in referring Jake and his team and giving them the highest recommendation. I have the utmost confidence when I refer a client to him that he will always do an outstanding job. The highest recommendation I can give is that I referred my mum to him. When mum needed some financial advice I only thought of one person I could trust enough and that is Jake. Nothing was too much trouble for Jake, going through scenarios until the right one was found putting my mum at ease at a really difficult time. Thank you Jake for looking after my clients and of course mum."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The financial services offered by Jake are second to none , he is extremely professional and competent in his financial advice. His advise about the markets is relevant and accurate while still being within the scope I have given him. My super is performing above market expectations , communication is always clear and simple to take in. I highly recommend anyone to give Jake and his new business partners a go you will be extremely happy with his work and professionalism . Saville Coble Director Luminous Studios Melbourne"

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jake’s passion and expertise helped me feel confident to take the steps necessary to commit to changing my financial future to reached goals carved out through thoughtful conversations"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jake has been assisting me with my financial planning and insurances for a number of years now. He is very thorough in his approach which gives me confidence that the advice I am receiving is genuinely in my best interest. Extremely knowledgeable and a great guy to top it off. Would definitely recommend. 10/10"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jake was introduced to us via a common network and I could not speak highly enough of Jake's professionalism, attention to detail and responsiveness. Not only did Jake provide us with guidance around what we initially requested a consultation for (Insurances), he also provided valuable insight into many other areas that we had not considered beforehand. I would have no issues in recommending any family or friends to Jake's services."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jake has given us advice on investing an inheritance to ensure a small income and future security. He was very clear in his explanation of our options and very aware of our particular needs. We feel confident that the advice he has given will ensure future security. Jake is always happy to be contacted and listen attentively. We would have no hesitation in recommending him to family and friends."

  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jake has provided a tremendous level of checks to existing my circumstances, and further effort to find the most suited market product, all in a very approachable and communicable manner."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jake was excellent to deal with, he is extremely knowledgeable and I could not ask for a better service. Jake analysed and compared each of the available policies relevant to my situation and explained the pros and cons of each option in detail. Jake also handled the process from start to finish, I cannot recommend Jake highly enough for all your financial needs."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Terra Cordis
Completed
2018

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2016

Bachelor of Commerce (Finance and Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2009

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Jake's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Jake able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Jake's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Jake to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Jake?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Jake provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Jake may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Jake Taylor
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens

Contact details