I am a firm believer that there is a strong, long-term relationship between Financial Advice and the achievement of lifetime goals and objectives. That is, everyone can benefit from having a financial “coach” to assist them in moving towards financial independence. This is best achieved with constant communication and monitoring so that the client has a good understanding of the strategies and how they are tracking.
The initial Discovery Meeting is an opportunity for you to discover things about how I can assist you to achieve the things that are important to you. Importantly, it's an opportunity for me to learn about your circumstances and to see if I can assist you. My fee structure is based on a ‘best fit’ relationship; and one of great trust.
Jason has given my wife and I advice for almost 20 years. We both feel very comfortable while meeting with Jason and his team at WB Financial. We both feel very confident that the advise given at the time has been right for our needs.
We have been a client of Jason and his team for nearly 10 years now. We initially started off utilising his team's lending services to fund our real estate purchases, and progressively transitioned into their financial advice and SMSF management services, as well as insurance services. With their support, we have achieved great success with our wealth creation and risk minimisation objectives. Their team is always easily contactable for assistance/advice, and they are also prompt in delivering any promised/required services. Their personalised approach and attention is key to our success, as it provides us with the required knowledge and confidence for us to pursue investments towards realising our dreams. We have highly recommend them to all our family, friends and colleagues, and would envisage that we will continue working with him and his team for many more years to come.
I've been a client of Jason's for over 10 years now and have referred friends to him. Always gives good and measured advice aswell as helping me with solutions and ideas.
Jason has given me advice in areas including loan products, self managed super funds and managing debt. Jason was usually able to explain things to me in a clear way. Through Jason's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Jason's full care and attention when I needed it.'
- Adviser status Silver
- Number of reviews 37
- First year providing advice 2006
- Years of experience 16
- Diploma of Financial Services (Financial Planning)
Presidio GroupLevel 1, 32 Logan Rd
Woolloongabba, QLD 4102
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Infocus Securities Australia Pty Ltd