Hello, my name's Jordan and I'm an independent financial adviser who helps people with the financial side of life's big transitions.
Be it navigating the stormy waters of a divorce, preparing for your ideal retirement or finding your feet again after the loss of a loved one, my aim is to make the path through the transition as smooth as possible.
I'm a big believer in keeping things as simple as possible, rather than making them more complicated than necessary.
And I'm very proud to say that I'm a truly independent financial adviser. There aren't many of us in Australia, that meet the legal definition, which I think highlights how challenging it can be. A challenge I'm really pleased we've embraced.
If you're looking for an adviser to help you through one of the big transitions in life, please feel free to get in touch. Our website has a lot more information about how we work, and why we do what we do as well.
Our fees are based purely on the complexity of your situation and we prepare a detailed quote and proposal for all clients before we start any work.
Jordan and his team have helped me immensely as I have navigated my finances following the death of my husband. Jordan has always been warm and respectful and taken the time to understand my values and priorities. He and his team have communicated clearly with me every step of the way and answered any questions promptly and patiently! I thoroughly recommend Jordan to anyone needing financial advice.
For two older people, wondering what to do next, and how to go about it, Jordan's warmth and good humour was both relaxing and reassuring. We were able to be completely open with him, and the advice given will be followed. We will return for further help after the first stages of our situation have been completed.
Jordan is great . He does all the hard work and always communicates well with what he believes is in your best interests. My husband and I highly recommended Jordan and his team you won’t be disappointed.
Jordan has given Jennifer and myself a greater sense of financial security going forward as we plan the next stage of our lives , working part time and living the sea change. It sounds corny but that's what we want and Jordan has given us clarity and confidence in these times when there is a lot of financial uncertainty. His advice was always in line our plans as he would repeatedly refer to them in our meeting . He has given us the confidence that our superannuation finances and vestment plans are in good hands and that we can look forward to a fruitful semi retirement. I know hat should there be any sudden changes in our circumstances that Jordan will be there to guide us and meet what ever challenges may lay ahead . Jenny and I would have no hesitation recommending Jordan's financial services to someone who is financially trying to get their act together.
Jordan and his team are very professional, easy to deal with and help explain investments. Highly recommend!
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2009
- Years of experience 14
- Bachelor of Commerce (Financial Planning)
PlanningSolo403 Howard St
Soldiers Hill, VIC 3350
- 9:00am – 4:00pm Friday
- 9:00am – 6:00pm Monday – Thursday
Planningsolo Licensing Pty Ltd