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Jake is very professional, passionate and very detailed in being able to assist with my financial advice. I highly recommend Jake to my friends and family for financial advice.

Matt & Lauren

Real Estate Professional, East Gippsland

We found Carl to be very prompt and professional. He was easy to deal with and his advice was second to none. We would highly recommend Carl.


Business Owner

Jake was excellent to deal with, he is extremely knowledgeable and I could not ask for a better service. Jake analysed and compared each of the available policies relevant to my situation and explained the pros and cons of each option in detail. Jake also handled the process from start to finish, I cannot recommend Jake highly enough for all your financial needs.


Melbourne Analyst

Carl gave advice to my wife and me about life and income protection insurance. I am confident that Carl gave me the best advice such that we have been able to choose the right insurance products. He was very helpful throughout the application process and was always available to help explain all of the detail that we needed to know and advise on what was best for us in our situation. Thanks Carl!


Young Professional

Jake has provided a tremendous level of checks to my existing circumstances, and further effort to find the most suited market product, all in a very approachable and communicable manner.


Regional Farmer

Carl has been very helpful in sorting my financial affairs in a more organised way and one that I have direct access to online and can check anytime. He is always available and helpful and goes out of his way to explain things clearly to me as I sometimes find financial situations difficult to grasp. He is happy to answer any question I have and doesn’t make me feel uncomfortable at asking ‘silly’ questions. He was recommended to me through a friend and I have already recommended him to a family member.



Jake was introduced to us via a common network and I could not speak highly enough of Jake’s professionalism, attention to detail and responsiveness. Not only did Jake provide us with guidance around what we initially requested a consultation for (Insurances), he also provided valuable insight into many other areas that we had not considered beforehand. I would have no issues in recommending any family or friends to Jake’s services.


East Gippsland Resident

Carl has been giving me financial advice for the past 3 years now and I have to say, “I would be lost without him”. Carl has gone out of his way to help me when needed and takes the time to explain things clearly, so I understand what decisions to make. I look forward for the years to come.


Business Owner

I have been working with Jake on both my financial strategies and insurances. Jake’s expertise and advise has guided me in such a way that I finally have the comfort of knowing I have a strong plan in place for my future. I cannot recommend him highly enough. Jake, Thank you! I appreciate everything you have done for me.



Jake’s passion and expertise helped me feel confident to take the steps necessary to commit to changing my financial future to reached goals carved out through thoughtful conversations.