Jason Cook

Integrate Finance

Gold

18 Yrs Experience

Woolloongabba, QLD 4102

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I am a firm believer that there is a strong, long-term relationship between Financial Advice and the achievement of lifetime goals and objectives. That is, everyone can benefit from having a financial “coach” to assist them in moving towards financial independence. This is best achieved with constant communication and monitoring so that the client has a good understanding of the strategies and how they are tracking.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

The initial Discovery Meeting is an opportunity for you to discover things about how I can assist you to achieve the things that are important to you. Importantly, it's an opportunity for me to learn about your circumstances and to see if I can assist you. My fee structure is based on a ‘best fit’ relationship; and one of great trust.

5.00 September 2024

Our experience with Jason was exceptional! The entire process was thorough - he took time to understand us, our situation and our goals. His communication skills meant that we always understood and felt comfortable with making decisions around the strategies and advice that he was offering. We are very pleased to be working with Jason and would highly recommend his services.

5.00 August 2024

During our initial conversations, Jason took the time to gather information and hold discovery meetings with us, to gain a very detailed understanding not only of our current financial position, but more importantly of our future aspirations. Jason and his team have since provided a tailored pathway for us to meet our specific goals. Not only this, but he and his team have assisted us hugely with recent financial services provider issues and provided expert advice when we needed it. We are very glad to have Jason and his team assisting us to reset our financial journey and coordinate our financial plans for the long term.

5.00 August 2023

Jason and his team provide an excellent service and I am very confident that the advice is excellent. They are friendly, proactive (responding promptly) and knowledgeable. I highly recommend Jason.

4.00 December 2022

Easy to deal with and looks at options that would suit you financially.

5.00 November 2022

Over several years, Jason and his staff have helped my wife and I make decisions regarding our financial future by putting our modest cash bundle in safe and secure management so that we have always had enough money to have a good life while still preserving our capital. We have always felt that he was really looking after us, even though we are relatively "small fish". Well done Jason, and our sincere thanks to you.