WHY CHOOSE US
Our Difference
We use our own life experience to share what we have learnt with our clients and provide support in any way we can. We feel it’s our job to make things make sense, so our clients don’t have to worry. With work as rewarding as ours, we consider our clients family. And this means something to us.
Our Difference
We Are Passionate
We are immensely proud of our clients’ achievements and find positive outcomes extremely rewarding.
We Are Privately Owned
Jakupovic Lifestyle Financial Consulting is owned and operated by its financial advisors, not a larger parent company. This means the advice we provide is well researched and always towards your best interest.
We Are Commited
Our goal is to see our clients succeed and we will not stop working until this has been achieved.
We Are Dedicated
We dedicate ourselves to improving the financial and emotional wellbeing of our clients by helping them transition from working hard for their money to letting their money work hard for them.
We Are Understanding
We understand what it’s like to feel financially lost and realise the impact our advice has on your financial and emotional wellbeing.
We Value Honesty and Integrity
Our partnership with you is built on trust and open communication. We aim to always be 100% open and transparent about compensation and costs.
We Value Relationships
Allowing for active client involvement, we set clear expectations to deliver a highly personalised experience that values our clients as family.
We Love Being Financial Planners
Working hard to look after the people around us and make their lives better is what we love about being financial planners and what makes our lives feel complete.
