Jake Holmes
Financial Adviser
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About
Jake Holmes is an ASIC-registered financial adviser based in Fortitude Valley, QLD, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. Jake holds a Bachelor of Commerce from Griffith University (2019) and a Graduate Diploma in Business from Queensland University of Technology (2020). With comprehensive knowledge and a commitment to ethical practices, Jake provides tailored advice across a range of financial areas. He is authorized to provide advice on superannuation, insurance, wealth management, and retirement planning. His expertise also covers Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring a holistic approach to your financial well-being. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Jake is passionate about empowering clients to make informed decisions and build a secure financial future. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Jake is here to guide you every step of the way. Contact Jake today to schedule a consultation and take control of your financial journey.
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Frequently Asked Questions
What types of financial advice does Jake Holmes offer?
Jake Holmes provides advice on superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Jake Holmes have?
Jake Holmes holds a Bachelor of Commerce from Griffith University and a Graduate Diploma in Business from Queensland University of Technology.
How does Jake Holmes approach financial planning?
Jake takes a holistic and personalized approach, tailoring advice to each client's unique circumstances and goals. He focuses on empowering clients to make informed decisions and build a secure financial future.
What can I expect during a consultation with Jake Holmes?
During a consultation, Jake will take the time to understand your financial situation, goals, and concerns. He will then develop a tailored strategy to help you achieve your objectives. You can expect a transparent and collaborative process.
How can Jake Holmes help me with retirement planning?
Jake can help you develop a comprehensive retirement plan that considers your current financial situation, desired lifestyle, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable and secure retirement.
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