Michael Jewell

Michael commenced working in the Financial Services Industry in 1987 and has built up a wealth of knowledge, experience, and relationship skills over this journey, has been adaptable to the many changes along the way by being flexible in thought and staying at the forefront of educational, technical, and regulatory changes.   Along this path Michael has obtained his Certified Financial Planner status, completed his Graduate Certificate in SMSFs, holds professional memberships with the Financial Planning Association and the SMSF Association and successfully sat the recent FASEA exam that all advisers must successfully complete.

Michael has been assisting clients, over many life stages in the areas of:

  • Financial Planning – developing and navigating a plan to a financial destination.
  • Insurance – planning for the unexpected
  • Superannuation – accumulation of funds while working.
  • Self-Managed Super Funds, there establishment, management, investments and winding up.
  • Retirement Planning – planning for retirement
  • Managing Retirement Income streams – managing income in the retirement phase
  • Estate Planning – distributing final assets to ensure they are transferred as wished.
  • Bespoke Planning – working on non-standard solutions.

Michael’s commitment to his clients is he will:

  • Hold their interests as paramount.
  • Be open and honest.
  • Work as a partnership.
  • Be available.
  • Remain at the forefront of knowledge and practices.

In return Michael asks from his clients that they will:

  • Be open and honest.
  • Work as a partnership.
  • be receptive to new ideas.
  • Be available.

When not helping his clients he enjoys travel, here and overseas, collecting wine, following his beloved demons, the gym and cycling and his four children and grandchildren.