Jessica Gerken profile photo

Jessica Gerken

Fox and Hare Financial Advice

Bronze
7 Yrs Experience
Darlinghurst, NSW 2010

Most of us spend the majority of our lives working to have the money and means to be able to live we dreamt of… yet we don’t put a plan in place to get us there. There is often a belief that financial advice is only for the ultra-wealthy, I believe that is simply not true.

Realising people were more interested in planning their meals and holidays than their financial future… (because financial planning sounds laborious, confusing and complex) I wanted to create a space where sitting down and mapping out financial and non-financial goals was fun and exciting.

I help clients better understand their feelings and behaviour towards money, make them really think about what is important to them over the short, medium and long term and put a game plan in place to get them there!

I work with modern professionals to help them live the life they aspire to.

When not conjuring up financial game plans I can generally be found a cooking a new recipe from my exhaustive cookbook collection.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Bronze
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Fox and Hare Financial Advice

Level 3, 223 Liverpool St
Darlinghurst, NSW 2010

Licensed by

Paragem Pty Ltd

AFSL 297276