4.85

22 Reviews

Martin Jakovics

Retire By Design Pty Ltd

Gold

21 Yrs Experience

Mona Vale, NSW 2103

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5.00 September 2023

I found Martin to be most personable.

As I am a newly established client, I am confident that the strategies discussed for my TTR will yield a positive result for me.

5.00 September 2023

My husband and I have been with Martin for over 20 years. When we sold our home he advised us on what to do with surplus funds and making sure to work around our government packages. My husband passed away in 21 and Martin helped me with the will etc. Now that I have mobility issues he visits me at home with any advice I may need. He ensures that I have a secure and stress free life.

I am very happy with Martin and would recommend him to friends and family.

5.00 September 2023

I have been with Martin many years and always found him very knowledgeable and helpful.

5.00 September 2023

Martin was always available to assist a beginner in the field of finance He explained everything to me and never made me feel like a financial idiot.

4.75 May 2021

We always find Martin pleasant and helpful

Mona Vale, NSW 2103 – Google Maps

Retire By Design Pty Ltd

The Gateway Building, Suite 16, Level 3, 1 Mona Vale Road
Mona Vale, NSW 2103

9:00am – 5:00pm Monday – Wednesday, Friday
9:00am – 7:00pm Thursday

In person
Phone
Video call

Adviser status Gold
Rating 4.85
Number of reviews 22
First year providing advice 2003
Years of experience 21
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets

Matrix Planning Solutions Ltd

AFSL 238256