Around 26 years back, I crossed paths with Jonathan, a financial adviser, during a BBQ birthday party. When I asked him about his job, he casually replied, "I'm a Lifestyle Architect." His description of how he helps people shape and work toward their life goals struck a chord with me.
This encounter piqued my curiosity. Fast forward three years, and I took my first steps into the financial services arena, diving into the world of finance.
For over 23 years now, I've been lucky to follow my passion for assisting people from all walks of life, making a difference in their life goals and financial well-being. I'm still fascinated by how a person's personality and feelings tie into their money decisions. Understanding this connection is key for any adviser, helping them guide clients toward what truly matters to them.
Being able to steer clients toward their important goals and giving them the confidence that they're on the right track is incredibly fulfilling.
I genuinely enjoy seeing the best in people and sharing life experiences can be a powerful tool. I've always believed that learning is a never-ending journey, so staying curious and open to new ideas is vital.
I've gained these skills and experiences by working with various clients, from individuals to businesses and high-net-worth individuals. I've been a part of both independent financial advice markets and the banking sector.
- * 2016 CEO Award recipient**
- * Financial Adviser of the Year**
- * 2014 BT Financial Group Conference Qualifier (top 4 St. George Bank)**
- * 2012 BT Financial Group Conference Qualifier (top 10 St. George Bank) **
Very friendly, easy to understand, very thorough and always approachable.
I know Jack through a close relative. I am planning to retire partially in a few years' time and there are questions lingering in my mind about how to manage my income from superannuation savings I had from employment. Because he was almost like a family to me, I was not hesitant to provide him all the information I have in order for Jack to give me the full extent of financial advice from him. He made a presentation of where I am today and what I needed to do to maximise my ability to retire comfortably; he had explained clearly every details I needed to know, what I needed to do to make all the plans we have discussed to happen; one of which was to change my current beneficiary nominations to Binding (non-lapsing), to salary sacrifice part of my income from 1/7/2023; to make post tax contributions to my super fund in order and gain some tax benefits from doing so. I am very confident that Jack have provided me with financial advice I needed and will ask hm to continue to review my financial situation as required. I was relieved after I met with him and for the job he did, I am giving him a deserving "five star" rating. Thank you again , Jack!
Jack is very knowledgeable and always prepared to give his advice and feedback. He’s easy to contact and seems interested in our financial goals and objectives.
Jack is fantastic. Jack has changed our lives and helped us set up a better financial future for ourselves and our children. He went through all our investment, budget and financial options and helped us set up to buy a new home. We would highly recommend him to anyone.
Met Jack in 2021, I had already previously seen a financial adviser, which was not a good experience, hence I was skeptic in meeting Jack originally. Long story short, my experience dealing with Jack was nothing short of impressive, he was really patience and really took the time to understand, despite my hesitation and concerns. He has given some great strategies which to this day I still follow.
- Adviser status Bronze
- Number of reviews 5
- First year providing advice 2014
- Years of experience 9
- Advanced Diploma of Financial Planning
Cooee Wealth PartnersSuite 2 Level 1, 9-11 Grosvenor St
Neutral Bay, NSW 2089
- 9:00am – 7:00pm Monday – Friday
- In person
- Video call
Afsl Licensee Pty. Ltd.