Jacek Klukowski

Steady Wealth

Gold
16 Yrs Experience
Box Hill North, VIC 3129

Jacek Klukowski is a Financial Planner at Steady Wealth, with 19 years of experience helping everyday Australians take control of their finances and build the lifestyle they want for themselves and their families.

Jacek provides holistic, goals-based advice with a focus on strategy and education. He works closely with clients to simplify complex financial decisions, and is known for being genuine, trustworthy and deeply committed to his clients’ success.

He advises across a range of areas including self-managed super funds (SMSFs), property investment strategies, retirement planning, personal insurance, cash flow analysis, and wealth creation. Many of his clients come to him with a goal of building a multi-property portfolio, and value his structured, long-term approach to making that a reality.

Jacek holds a Bachelor of Financial Risk Management, a Bachelor of Economics & Finance, and is a CFP® professional – the highest certification available to financial planners worldwide. He is passionate about helping clients feel in control of their money and confident in their future.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2009
  • Years of experience 16
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Steady Wealth

772A Station St
Box Hill North, VIC 3129

Opening hours

  • 9:00am – 6:00pm Monday – Friday
  • 9:00am – 1:00pm Saturday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Apex Macro Financial Group Pty. Ltd.

AFSL 498715