Martin Jakovics

Retire By Design Pty Ltd

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 4.75
  • 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

Clearview Financial Advice Pty Ltd

AFSL 331367

4.75
18 Reviews
5
4
3
2
1
4.85
Clear communication
4.50
Knowledge & expertise
4.95
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 18

Sort by

4.75

"We always find Martin pleasant and helpful"

  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin has been my financial advisor for many years and I have always valued his advice to tweak some investments in my portfolio from time to time to maximize returns. I believe the advice given is right for my needs and is reflected in the returns."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin has given me advice in areas to manage my transition to retirement and work related insurance options. He exhibits thorough knowledge and has the experience for me to be confident that the advice I receive is right for me. Martin has been able to explain things to me in a clear and concise way. He has explained the processes which I needed to action, in detailed steps. I have received Martin's full care and attention when I have needed it."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Martin has been helping me for several years with my super fund and investing in a pension plan. He has always given me his full attention, when answering my questions, and only too willing to explain thing to me a second time to make sure I had full understanding of his action. I am always confident that he uses his knowledge to act in my best interest."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Martin has given my husband and I advice in areas including loan products, self managed super funds and shares and investments. Martin always explains things in a clear way. Through Martin's knowledge and experience, we feel very confident that the advice given was right for our needs."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Martin is able to explain things to me and my wife clearly. We both feel confident in the advice he gives when he visits us at home."

  • Government Assistance
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin has always explained things in “Plain English” and always made sure that I understood everything. His assistance has been invaluable, particularly with recent dealings with Centrelink. I have no hesitation in recommending Martin to anybody seeking financial advice."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Martin has given excellent advice over the years on various topics,always willing to talk when you phone and comes back to you very quickly if you require advice or information, we feel over the years we have received advice which was right for our needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been seeing Martin for advice leading up to retirement. We needed enough Superannuation to ensure an adequate income in retirement with enough money for holidays and travelling. I am now retired and my husband is semi-retired. We are in a comfortable position. Martin has ensured that we have an adequate income flow and capital to last us, and there will still be plenty to help the kids and grandkids. We feel very safe and confident with Martin looking after everything for us."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin has been providing financial and retirement advice to us for many years and has always been very approachable, friendly, diligent and competent. Martin developed a financial strategy for us pre-retirement which is now delivering the post retirement income stream that we sought. I have no hesitation in recommending Martin"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2015

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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