My value to you will be delivered by ensuring the following factors are managed to an industry leading standard:
Organisation - I will help bring order to your financial life, by assisting you in getting your financial house in order (at both the ‘macro’ level of investments, insurance, legacy planning, taxes super and cash ?ow).
Accountability. I will help you follow through on financial commitments, by working with you to prioritise your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
Objectivity. I bring insight from the outside to help you avoid emotionally-driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information needed to make an informed decision.
Proactivity. I work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
Education. I will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
Partnership. I will help you achieve the best life possible by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf and o?er transparency around our costs.
Jason was extremely prompt and helpful with out superannuation and insurances. He provided alternatives of each so we could select which best suit us. His attention to detail is excellent and my wife and I are reaping the benefits of Jason's knowledge.
Jason has given my wife and I advice in areas including home refinancing, superannuation, insurance and investments. Jason is always able to convey his message and suggestions clearly and patiently (some of us need it!). Through Jason's knowledge and experience, I feel very confident that the advice given was right for our needs and has assisted to set up our financial future whilst also strengthening our current position. Jason regular updates and communication also help to maintain flexibility when needed and allow for continued growth through health check and adjustments.
Jason has given us advice on budgeting, refinancing our home loan, life insurance, shares and superannuation. Jason is always available on the phone and email and makes managing our finances easier. He is easy to understand and is very thorough in his review and advice.
Jason is a great check in for my personal financial management. He provides great advice and support when i am making decisions helping me thinking through the short, medium and long term options and implications.
Jason responds quickly to queries.
- Adviser status Gold
- Number of reviews 9
- First year providing advice 2012
- Years of experience 11
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Action WealthLevel 7, 488 Bourke Street
Melbourne, VIC 3000
- 8:00am – 8:00pm Monday – Friday
Assetplan Financial Services Pty Ltd