Martin Jakovics

Retire By Design Pty Ltd

4.80
18 Reviews
Gold
19 Yrs Experience
Mona Vale, NSW 2103

Recent reviews

Retire By Design Pty Ltd

The Gateway Building, Suite 16, Level 3, 1 Mona Vale Road
Mona Vale, NSW 2103

Opening hours

  • 9:00am – 5:00pm Monday – Wednesday, Friday
  • 9:00am – 7:00pm Thursday

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 18
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256