Jake Duivenvoorden CFP®
About Me
I help individuals and families make confident, informed financial decisions so they can live with clarity and peace of mind. Whether you're planning for retirement, navigating major life changes, or simply want to get more out of your money, my goal is to make the complex feel simple — and the future feel achievable.
Every client’s situation is unique, and I take the time to listen deeply and understand what matters most to you. I believe that great financial advice starts with real conversations, built on trust, transparency, and a commitment to your goals.
Together, we’ll create a practical plan that reflects your values, supports your lifestyle, and grows with you over time. You don’t need to have it all figured out — that’s what I’m here for.
I hold the Certificate Financial Planner (CFP) designation, which is the highest level of education standard in my profession and is recognised internationally.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Tax strategies
- Wealth management

-
Years of Experience 4 Years
