The Financial Planning Association of Australia The Financial Planning Association of Australia

Martin Jakovics, CFP®


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
Website www.retirebd.com.au

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
Centrelink Entitlements
Redundancy Planning

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