Scott Jacobs
Financial Adviser
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About
Scott Jacobs is an ASIC-registered financial adviser based in Charlestown, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Scott holds a Bachelor of Commerce from the University of Newcastle (2006), a Diploma of Financial Planning (2008), and a Graduate Diploma of Financial Planning (2021) from Kaplan Professional. Scott is authorised to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. He is also experienced in Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities, ensuring he can offer well-rounded guidance to meet diverse client needs. Scott’s services include: • Superannuation advice to optimise retirement savings • Insurance solutions to protect your assets and loved ones • Wealth management strategies to grow your investments • Investment Life Insurance and Life Risk Insurance guidance • Advice on Securities and Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or need to protect your family's future, Scott can provide the expert advice and support you need. Contact Scott today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Scott Jacobs provide?
Scott Jacobs provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He can help you with retirement planning, wealth accumulation, and protecting your assets.
What qualifications does Scott Jacobs have?
Scott Jacobs holds a Bachelor of Commerce from the University of Newcastle, a Diploma of Financial Planning, and a Graduate Diploma of Financial Planning from Kaplan Professional.
How can Scott Jacobs help me plan for retirement?
Scott can review your current superannuation arrangements, help you choose the right investment options, and develop a strategy to maximise your retirement savings. He can also advise on income streams and strategies to manage your finances in retirement.
What is the process of working with Scott Jacobs?
The process typically starts with an initial consultation to understand your financial goals and current situation. Scott will then develop a personalised financial plan tailored to your needs. Regular reviews and ongoing support ensure your plan remains aligned with your changing circumstances.
What should I expect from a consultation with Scott Jacobs?
You can expect a professional and confidential discussion about your financial goals and concerns. Scott will listen carefully to your needs and provide clear, easy-to-understand advice. There's no obligation to proceed after the initial consultation.
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