Jason Manolakakis
B.Bus(Acc.), Dip. F.P.
Jason has been providing professional financial planning advice and solutions to clients since 2003. He helps clients achieve their financial objectives and lifestyle goals. Jason guides his clients through the everchanging superannuation, investment and legislation landscapes, and helps to clear the confusion of the seemingly endless rules and regulations. He enjoys seeing clients gain the confidence to make informed decisions to establish a clear path to achieving their goals so they can get on with enjoying the things that matter most to them.
Jason, has a Bachelor of Business (Accounting), and also the Diploma of Financial Planning. He is also a member of the Financial Planning Association and the Tax Practitioners Board.
He helps people to plan for retirement and to manage life transitions. In particular, Jason has a special interest in clients aligning their goals of today and tomorrow and guiding people along the road to achieving long-term financial success.
Advice I specialise in
- Planning for the future
- Taxation Strategies
- Investments
- Self Managed Superannuation strategies
- Superannuation
- Insurance solutions for Individuals and Business clients
- Estate Planning
- Retirement Planning
- Cash flow management
- Age Pension