Jasmin Jakupovic

Jakupovic Lenz Financial Consultancy

Gold
16 Yrs Experience
Stirling, WA 6021
I have a passion for helping my clients have control over their finances and their lifestyle, and everyone I work with finds having that control incredibly empowering. I add most value to, and partner with clients who are over 50 and thinking about what money means to them, and what happens when you stop working for money and money starts working for you.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 39
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Jakupovic Lenz Financial Consultancy

9 Arezzo St
Stirling, WA 6021

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Neo Financial Solutions Pty Ltd

AFSL 385845

4.80
39 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 39

Sort by

4.75

"Jasmin has been an invaluable source of advice in all areas of our financial and estate planning. He is always able to explain things at an appropriate level. His level of expertise and knowledge allows me to feel very confident in his advice"

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jasmin has given me advice in areas including loan products, self managed super funds and managing debt. Jasmin was usually able to explain things to me in a clear way. Through Jasmin's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Jasmin's full care and attention when I needed it.' He is a very approachable man and always makes himself available if we need assistance."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great service provided by Jasmin and his team."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jasmin has advised on superannuation rollovers and investment as well as provide advice on accessing government assistance."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.00

"Jasmin has given me advice on Share investment with my Super Money. So far it is going OK."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Using a financial planner like Jasmin has given me peace of mind about the way I am managing transition to retirement, reducing debt and making decisions that fit with my personal priorities."

  • Superannuation
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jasmin has always been ready to help with our financial needs whenever we have needed him. He has an optimistic and confident attitude and is very flexible and knowledgeable in reaching solutions to any problems we have brought to him. We always feel we have his full attention during our meetings and we have full confidence in his ability to clarify any confusing issues and reach a positive outcome."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel very confident with Jasmin's that the advice given was right for my needs and I usually receive Jasmin's full care and attention when needed"

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

"I was pleased to be able to tell Jasmin at our last meeting that my partner and I trust him. I am confident that the advice we have received serves our best interests. It helps to allay any fears I have for my financial future because it was presented in a clear and well reasoned way."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jasmin has been very helpful with all my financial issues and I have been recommending him to my workmates."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 39

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

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

Qualifications & Training

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Margin Lending

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2010

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Member
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