We are Jakupovic Lifestyle Financial Consulting

Financial advice to help you manage, grow and protect your wealth.

Stress Less. Take Control. Plan Ahead.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future. It’s leaving a legacy for the next generation. At Jakupovic Financial Consulting we help you get control of your money so you can live life on your terms.

How can we help?

We help you reach your potential and your goals by understanding where you’re at and where you want to go. This path looks different for everyone, so understanding your motivations ensures a future you’ve already envisioned.

Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Prepare for tomorrow, make the most of today.

Insights

Surviving the silly season

20th December 2024

Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics…

Gifting for future generations

17th December 2024

At this time of year, when giving is particularly on our minds, some might turn their attention to how best…

Dollar cost averaging: can it work for you?

10th December 2024

Australian share prices have seen record highs in 2024 after a sluggish couple of years. The S&P ASX200 index added…

Market movements and review video – December 2024

3rd December 2024

Stay up to date with what’s happened in the Australian economy and markets over the past month. While headline inflation…

Super vs property: what works for retirement income?

26th November 2024

There is no debate that Australians love investing in property. The value of Australian residential real estate at the end…

Flying solo: tips for successful buying

19th November 2024

For those who are wanting to get started on the homebuying journey, going it alone can have its challenges compared…

Kind words from our clients

“Jasmin has been our financial planner for well over 15 years now, he has been our partner in planning for life - whether it was buying our first house, managing investments, having children and dealing with a few bumpy parts of life too. Jasmin is extremely personable and we have never felt like just a client. His integrity and honesty is genuine.”

“Jasmin has been an invaluable source of advice in all areas of our financial and estate planning. He is always able to explain things at an appropriate level. His level of expertise and knowledge allows me to feel very confident in his advice”

“Jasmin has given advice in the areas of self managed super funds. Jasmin was able to explain things to us in a clear way. Through Jasmin's knowledge and experience, I feel very confident that the advice given was right for our needs, we receive Jasmin's full care and attention when we need it..”

“Jasmin has been our Adviser for several years now and we have always relied on his experience. His knowledge and stories are excellent to hear. We feel very confident we are in safe hands with Jasmin and would highly recommend.”