Jas Jakupovic

Jakupovic Lifestyle Financial Consulting

Gold
18 Yrs Experience
Stirling, WA 6021

I have a passion for helping my clients have control over their finances and their lifestyle, and everyone I work with finds having that control incredibly empowering. I add most value to, and partner with clients who are over 50 and thinking about what money means to them, and what happens when you stop working for money and money starts working for you.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 39
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Jakupovic Lifestyle Financial Consulting

9 Arezzo St
Stirling, WA 6021

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Insight Investment Services Pty Ltd

AFSL 309996