|Name||Martin Jakovics, CFP®|
|Company||Retire By Design Pty Ltd|
|Address||Suite 16, Level 3,
1 Mona Vale Road
Mona Vale, NSW 2103
|Phone||02 9979 1152|
|Mobile||0439 564 625|
Some clients know exactly what they want and others require complex custom financial solutions for investments, retirement, superannuation and wealth protection. In my experience, they key is always: to educate clients, empowering them to make fully informed decisions based on expertise and up-to-date industry knowledge, and; to gain a deep understanding of my clients’ personal goals and family circumstances.
I am a Certified Financial Planner (CFP) – a designation recognised worldwide with a commitment to the highest ethical standards - based in Sydney's lovely Northern Beaches. I have broad experience in the financial services industry which I have worked in since 1998 starting off in Paraplanning and Technical Support roles before becoming a Financial Planner in 2003, and I’m excited to be following my passion for creating long term relationships with entire families, helping them to secure their financial futures.
I can help you with:
Superannuation & rollovers
Life cover protection for you and your family
Income protection & trauma cover
Wealth creation through investments
Your financial needs upon and through retirement
Aged Care Planning