Martin Jakovics

Some clients know exactly what they want and others require complex custom financial solutions for investments, retirement, superannuation and wealth protection.

In my experience, the key is to gain a deep understanding of our client’s personal goals and family circumstances, then educate clients and empower them to make fully informed decisions based on expertise and up-to-date industry knowledge.

I am a Certified Financial Planner (CFP), a designation recognised worldwide with a commitment to the highest ethical standards.

Having worked in the financial services industry since 1998, I gained extensive experience working in Paraplanning and Technical roles before becoming a financial planner in 2003.

I’m thrilled to be following my passion for creating long-term relationships with entire families and helping them secure their financial futures.