Jacobs Financial Advisory - Ormeau, QLD

Address: Work Social Bulding, 2/18 Blanck St, Ormeau QLD 4208, Australia.
Phone: 476026989.
Website: jacobsfinancial.com.au.
Specialties: Financial planner, Insurance broker, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Appointment required.
Opinions: This company has 16 reviews on Google My Business.
Average opinion: 5/5.

Location of Jacobs Financial Advisory

476026989

Jacobs Financial Advisory is a reputable financial services provider located in the heart of Ormeau, QLD, Australia. Their office is situated in the Work Social Building, 2/18 Blanck St, a convenient and accessible location with a wheelchair-friendly entrance, parking lot, and restroom.

This company offers a range of financial services, including financial planning, insurance brokerage, and investment services. They have established themselves as a trusted and knowledgeable resource for individuals seeking expert guidance on their financial journeys. With a team of skilled professionals, Jacobs Financial Advisory is equipped to help clients achieve their financial goals and secure their futures.

One of the key features of Jacobs Financial Advisory is their commitment to inclusivity and accessibility. They welcome clients from all walks of life and are proud to be LGBTQ+ friendly. Additionally, they offer online appointments, making it easy for clients to connect with their advisors from the comfort of their own homes.

Jacobs Financial Advisory has received glowing reviews from satisfied clients, with 16 reviews on Google My Business and an impressive average rating of 5/5. This is a testament to their dedication to providing exceptional financial services and building strong relationships with their clients.

If you are looking for a financial advisor who is knowledgeable, experienced, and committed to helping you achieve your financial goals, Jacobs Financial Advisory is an excellent choice. They offer onsite services and are conveniently located in Ormeau, QLD, Australia.

To learn more about Jacobs Financial Advisory and the services they offer, visit their website at jacobsfinancial.com.au. From there, you can schedule an appointment with one of their financial experts and take the first step towards a brighter financial future. Don't hesitate to contact Jacobs Financial Advisory today – they are here to help you every step of the way.

Reviews of Jacobs Financial Advisory

Philippa Williams

5/5

Marcel and his team have worked wonders for myself and my husband. When we first started working with Marcel, we were up to our eyeballs in debt, and he managed to get us out of bad debt, and into a place where we can start our investment portfolio, understand the type of investors we are and making our money work for us. Marcel has always made himself available to answer financial questions we might have when changing jobs or starting our new family.
I cannot recommend them highly enough! If you need help with your finances Marcel is your man! 🙂

Yvonne Johnston

5/5

Can highly recommend Marcel Jacob at Crown Wealth for his honest and knowledgeable advice on our financial plans. Marcel is easy to talk to and keeps us up to date with any changes we need to make. If you need help planning your financial future we would have no hesitation in recommending Marcel and Crown Wealth.

Chadwick Jones

5/5

I retained Marcel as my financial planner in circa 2019. I could not be happier with Marcel's assistance with my policy coverage and expert advice.

I have recommended Marcel to my colleagues and will continue to do so, simply due to his expertise in this industry.

Some 3-4 years later, I'm glad I made the choice to use Marcel as my financial planner.

Dan and De Williams

5/5

Highly recommend Marcel and team. From our initial engagement to executing our financial plan we have been so impressed with the professionalism from this team. If you are looking for a financial advisor works hard for you, clearly explains each recommendation with the expected outcome and actively monitors performance. You can't go past Crown Wealth.
Dan & De Williams

Glenn Domek

5/5

Positive: Professionalism, Quality, Responsiveness
Can highly recommend Marcel Jacobs at Crown Wealth for his honest and knowledgeable advice on our financial plans. Marcel is flexible with his recommendations and accommodated some of our recommendations into our plans. we would have no hesitation in recommending Marcel and Crown Wealth.

Mohammed Mustafa

5/5

Marcel and his team where extremely tentative and accommodating to all my requests and goals. I could message Marcel at 9 pm on Saturday night and he would respond.
I felt like I was his only client at times due to the work he put in to get me started. The service is sophisticated and precise. Crown wealth make good use of technology to organise video conferencing, spreadsheets and Finical forecasts. Not only has my money grown but my knowledge and organisation skills of managing my money has also. I would highly recommend their service. Even though they don’t provide biscuits with their complimentary coffees.

Vanessa Daddy

5/5

Marcel is a very flexible adviser. He is willing to tailor his advice around your situations. We found his advice to be excellent with much insight on how to best structure our finances to meet our goals. His knowledge has given us a base to grow from.

Bill Sleightholm

5/5

I have worked with Marcel for quite some time and have been impressed by his professionalism and knowledge of financial planning. Marcel has helped me with my retirement plan, centrelink and investments. I would recommend Marcel to anyone that has retired or is planning for their retirement.