We offer a mobile service, providing convenience for our clients by meeting with you in the comfort of your own home. This provides a more relaxed environment for you and the simplicity of not having to travel to a corporate office to discuss your financial goals and needs.
Financial advice can appear complex, however our focus is to give you information in a simple to understand way, so that you can have full ownership and understanding of not only your current financial situation but also how to achieve any future financial goals and aspirations that you may have. Even more importantly, we provide you with the realistic steps to achieve such goals.
We don’t view financial advice as a ‘one time’ only event. We encourage the establishment of a longer-term relationship, as we understand that everyone is faced with different opportunities, challenges, and changes throughout our lives. This often results in changes to either your financial position or future goals, so it’s important to ensure that your financial strategies can be adapted to your changing situation.
About Jason
Jason and his family have been based in the Wide Bay region for the past 13 years.
He has been in the financial services industry for 27 years, with the majority of this time being spent in client management roles that have focused on building long term client relationships through effective communication and having a thorough understanding of his clients and their future goals. He takes pride in educating his clients in financial terminology to help his clients feel in control of their situation.
In his time as a Financial Planner, he has gained an extensive degree of expertise in the fields of Superannuation, Retirement Planning, Investments, Life Insurance, Centrelink, Debt Management and Estate Planning.
The majority of Jason’s clients are your normal ‘Mum and Dad’ clients, who are looking to obtain a secure financial future for themselves and their families. Most people’s lives go through different stages, and each stage presents differing opportunities and challenges, both from a personal and financial perspective. It’s important that you can talk to someone about how such things can make an impact on your situation, hence Jason encourages the establishment of long-term relationships with all of his clients.
In addition to Jason’s industry experience, he has completed numerous studies, which includes obtaining his Diploma of Financial Planning and Advanced Diploma of Financial Planning. He believes in continuing education and improvement of skills, and as such, he is currently completing his Graduate Diploma of Financial Planning. He also holds the Bachelor of Business Management Degree qualification.
Jason holds membership with the Financial Planners Association of Australia.
Wide Bay Wealth Management