Jacinta Tim So

Freedom Planning Pty Ltd

Platinum

26 Yrs Experience

Manunda, QLD 4870

About Jacinta
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My passion is helping people, I love dogs and I’ve always had a thing with money. I graduated from Griffith University in 1995 and started out as an assistant account but it was way too boring and it didn’t offer the opportunity to connect with people. I started my financial planning career in 1998 and knew this ticked the boxes for helping people with their money. Since then, I’ve had many years of personal experiences that taught me how important my knowledge is in securing my financial future. I understand what it’s like to feel alone, having my future and the future of my children in my hands. Having dreams of what I want to do for my children and needing the drive and motivation to get on with the job.

After over 26 years in the industry, meeting so many people with their own stories, I’ve gained so much insight and even more passion for helping people. I want to keep growing my business to help as many people as possible. My passion, skills and knowledge will be an investment in your life.

Through my personal journey, and naturally, my first immediate connection is with women who want to gain control, feel secure and want support navigating their life and finances through careers, family and their goals.

Secondly, as a professional (my brain is saying ‘young professional’), I understand the value of outsourcing skills and knowledge to gain success. I understand that your time is devoted to your career, planning holidays away from your career and building your wealth funded from your career. Stay focussed on your expertise and use mine to start building your wealth.

Be willing to invest in me to help you.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Borrowing
Tax Strategies
Growing Assets
Budgeting

4.75 April 2022

Jacinta, is passionate about helping people meet their financial goals. It is obvious to us that Jacinta has the best interest of her clients in mind. Jacinta has a deep understanding of the industry and the complexities around financial matters. Her advice has been invaluable to us and as a result we are on an exciting financial freedom path. We had poor experiences with other companies when looking for financial advice but it was clear from the start that Jacinta was genuinely interested in helping us. Jacinta has a role that can really change peoples lives and we feel she is doing this for us. We could not be happier with Jacinta's advice and attention to detail when advising us on financial matters.

5.00 March 2022

I have always found Jacinta very approachable and always eager to help and answer my questions. Her knowledge, of the products suited to me, is very high. Jacinta is always pleasant and happy so very easy to talk to. I would have no hesitation in recommending Jacinta and her team to anyone.

5.00 March 2022

I have had a great experience working with Jacinta and the team at freedom planning.

They very knowledgeable and great service.

I would recommend them to anyone looking for advice.

5.00 March 2022

Jacinta contacts me via email, phone or in person. She makes herself available when required and answers questions promptly and efficiently. Her knowledge of the finance industry is what is needed and I no hesitation in trusting Jacinta to do the right thing in regards to my retirement fund. At present I have not looked at my retirement fund as I realise investments and markets are doing it tough right now due to various pressures of world situations including COVID and the Russian invasion of Ukraine. To my knowledge Jacinta is always keeping up to date in the finance world by reading, attending seminars and further study when required. I have great confidence in Jacinta's ability and her approach to ensure I have enough retirement funds until I die. Jacinta handles herself in a professional, yet friendly manner, and it appears to me that nothing is too much trouble for her. I highly recommend Jacinta to new clients and have done so in the past.

5.00 March 2022

Jacinta, was always available. Her advice was 99% easy to understand....a few topics required explaining to me...but after her explanation, I understood. Jacinta's natural, friendly attitude and her knowledge was always welcoming.

Adviser status Platinum
Rating 4.98
Number of reviews 14
First year providing advice 1998
Years of experience 26
Highest qualification
- Bachelor of Commerce (Accounting and Finance)
Language spoken
- English

Freedom Planning Pty Ltd

Cairns Professional Centre, Suite 5, 92-96 Pease Street
Manunda, QLD 4870

8:00am – 5:00pm Monday – Friday

Alliance Wealth Pty Ltd

AFSL 449221

Jacinta Tim So

Freedom Planning Pty Ltd

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Freedom Planning Pty Ltd

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Alliance Wealth Pty Ltd