MenuJasmin Jakupovic CFP®
About Me
I have a passion for helping my clients have control over their finances and their lifestyle, and having that control can be incredibly empowering. Most people I know (including myself sometimes) need help to control their finances and they need a plan. I help clients who are over 50' and thinking about what money means to them, and what happens when you transition from working for money to money working for you.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 18 Years -
Licensed By Insight Investment Services Pty Ltd
