What a budget! Accountant and Adviser tech heads are going into overdrive this morning 🤯🤯🤯
Looking forward to unpacking what this means for our clients at our Budget Update next week.
JFA clients — there’s an invite waiting in your inbox 📩
Jacobs Financial Advisory
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A Financial Advisory firm with a holistic goals-based approach to financial planning.
Jacobs Financial Advisory is a Financial Advisory firm with a holistic goals-based approach to financial planning.
07/02/2026
01/02/2026
Clients come to us because they want a Gold Coast financial Adviser they can trust.
Managing our clients' money and finances is a privilege we never take for granted.
Want to know more about our due diligence or our advice process? Book an obligation-free appointment today and we’ll be happy to answer all your questions. https://jacobsfinancial.com.au/
19/01/2026
"I have absolute trust in Marcel Jacobs."
– Karyn O'Dea, Ray White top 1% agent -
Karyn built her career on reading people. So when she says she trusts Marcel - completely - it’s not a throwaway line. It’s earned. Through actions. Through transparency. Through always showing up when it matters.
WATCH KARYN’S FULL STORY - AND OTHERS - HERE:
Jacobs Financial Advisory: Client experience, Ms Karyn O'Dea
10/01/2026
When you’ve worked hard all your life, you should enjoy your retirement.
But planning for it - and ensuring you’ve made all the right financial decisions and preparation - can feel stressful, overwhelming and time-consuming.
Many people don’t know where to start. They don’t have the time - or the expertise - to dig into it properly.
That’s where we come in.
We take all that stress and worry from your shoulders. We work out all the details, and map out the best possible plan to help you achieve your goals.
If you’d like to find out more about our service, feel free to book a no-obligation consultation.
Marcel Jacobs is an Authorised Representative [AR No. 279750] of Vision Planning and Finance (Aust) AFSL No. 492807. This content is general information only and doesn’t take into account your objectives, financial situation or needs. If you’d like personal advice, please get in touch.
17/08/2025
“Receiving a partial Age Pension helps our clients preserve their own capital for longer. This provides greater confidence and security in enjoying a comfortable retirement for life.”
Centrelink reveals 'common misconception' about $1,732 pension payment as 'soft retirement' trend emerges Will you rely on the Age Pension when you retire? And how can the Work Bonus help you? Services Australia breaks it down.
27/10/2024
Some lovely feedback from one of our existing clients.
28/06/2024
Inflation WAS heading in the right direction as at January 2024 getting down to 3.40%...but fast forward 5 months and it has gradually climbed back to 4.00%
Property prices, inflation rising as pressure mounts on Reserve Bank to hike interest rates Australian property prices are expected to increase by as much as 5 per cent in calendar year 2024, according to the June PropTrack Property Market Outlook Report.
06/06/2024
HOW THE TABLES HAVE TURNED $
Over 60s are now our strongest spenders, which I think is fantastic after many years of low interest rates on their savings.
source: Milford Investment Analyst, Kate Power
The State of the Australian Consumer - Milford Asset This blog looks into whether Australian consumer spending and sentiment is improving or Aussies are running out of options to keep reducing spend amidst inflation.
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Location
Category
Website
Address
Unit 2/18 Blanck Street
Ormeau, QLD
4208
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
| Saturday | 9am - 12pm |