37 Reviews

Jye Marks

Smart Financial

Bronze

4 Yrs Experience

Warilla, NSW 2528

About Jye
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I focus on making the advice process an easy and enjoyable experience for my clients.

Helping you understand your position, finding out what’s really important to you and getting to know you on a personal level are essential factors in helping you achieve your goals, whatever they may be.

Regardless of your stage of life or your circumstances, there are always opportunities to improve your financial position. Whether you’re seeking advice on building your wealth, protecting your wealth, preparing for retirement or anything in between, there is always a way forward.

If you were interested in discussing your position with me, please don't hesitate to contact Smart Financial on 4295 3331, or email jye@smartfinancial.com.au.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets

Our initial consultation fee is $180. This initial meeting will go for 1-1.5 hours and will involve getting to know your position, what you are trying to achieve and discussing potential strategies that may be appropriate to improve your position.

5.00 March 2024

Jye was a pleasure to deal with. His expertise, knowledge and situational awareness instilled confidence very early on. With my limited experience, he explained options very clearly with no question too silly or judged. I feel totally assured that Jye has mine and all his clients best interests at heart. The icing on the cake is that he's a really nice human with an openness and humility not often seen in someone of his age. I highly recommend Jye

5.00 March 2024

As relatively new to Australia and with very little knowledge of the financial systems we were fortunate to be referred to Jye for advice. He has patiently, sometimes repeatedly for our benefit, led us through the required processes in order to meet our requirements and ensure we have the best outcomes for ourselves and our family. We feel we have gained a friend who is concerned about our welfare and is available for us at any time to provide advice or to re-assure us. He is a very good listener and is able analyse any concerns we may have so that he can provide further advice.

5.00 January 2024

Jye has been an excellent and knowledgeable financial adviser. He answers all our queries and questions in a very informative manner and one that we can understand. I would highly recommend Jye to anyone that wants to get their finances in order and prepare for the future no matter your age.

5.00 January 2024

Jye has provided an exceptional service to me in my time of need. Jye displayed a high level of expertise and analysis when helping me with my financial journey. Jye assisted me greatly in understanding and the implementation of my financial goals. Jye's demeanour was always empathetic and showed a great deal of patience to ensure my understanding of my own financial position was met. I have since recommended his services to my children and have no hesitation in referring Jye and his business to the wider community. Thanks heaps.

5.00 January 2024

Jye has a lot of experience and knowledge in his field. He is always happy to help us where he can and would highly recommend Jye to anyone I know looking for financial advise.