Jacobs Financial Advisory is a client-centric financial planning firm that takes a holistic approach to address every facet of their clients’ personal and financial circumstances. With a core emphasis on clients’ objectives and plans, they offer personalised services where individual needs take center stage. Their thorough research and analysis ensure tailored advice that meets unique requirements, and they collaborate with specialist advisory businesses to provide a group of trusted advisors.
As a fee-for-service business, Jacobs Financial Advisory focuses on removing insurance commissions to lower clients’ premiums for life. Their team of vested owners, dedicated to the principles of Longevity and Visibility, assures clients of a stable and long-term partnership. specialising in comprehensive financial advice, they assist individuals in articulating core values, goals, and objectives to craft a financial blueprint that integrates into daily life, driving financial choices and long-term strategies.
Marcel Jacobs, an Authorised Representative of Vision Planning and Finance, leads Jacobs Financial Advisory with a commitment to honesty, hard work, and client-centric values. With a reputation for understanding clients’ needs and products well, Marcel ensures that clients’ best interests are always at heart. Clients experience a profound sense of reassurance, anticipation, and certainty regarding their financial future under the guidance of Jacobs Financial Advisory.