Financial Planner Profile

Jason Cook

Co-Founder/ Director Presidio Group

Board of the Directors- WB Financial Management

Jason Cook is co-founder, owner and Director of the Presidio Group. Jason sits on the Board of Directors at WB Financial Management. Jason is also a Director on the Board of a technology-driven fund. Jason is an accredited Self-Managed Superannuation Fund (SMSF) Specialist Adviser and is passionate about SMSF as a vehicle for wealth creation. Jason is a Financial Adviser who believes in building strong, long-term relationships with his clients to achieve their lifetime goals and objectives. Jason wants everyone to benefit from having a financial coach to assist them in moving towards their financial independence

What to Expect When We First Meet

  • Tell me why do we spend 75% of our time working? So we can then spend money on things to make us feel better about ourselves? Shouldn’t it be grander than that? My belief is that if you are going to spend a huge proportion of your most precious resource of time on work then you should be doing your absolute best to chase an ideal life and future with your remaining time.
  • With this vision in mind, our first meeting is what we call the Discovery Meeting, a no obligation opportunity to identify where you are now, where you want to be and how I can help bind them together.

What to bring to the meeting:

Outside of establishing clear goals. Ideally, we would have a high-level understanding of your family status, work position, income, asset and liability position. Please bring:

 Your latest tax return
 Bank statements
 Investment statements (including share statements)
 Superannuation statements
 Details of insurance policies
 Details of Wills & Power of Attorneys’
 A Budget (attached below)– This provides insight into your disposable income and is an important part of the Financial Planning Process

Why Jason Vs. Other Planners

I take the time to understand what drives you and help connect any financial plan with your core values and the goals that align with them. Succeeding financially is about consistency and so your financial behaviour is key, my focus is to build a tailored plan that systematically has you chasing your why driven goals every single day

“Succeeding financially is about consistency and so your financial behaviour is key, my focus is to build a tailored plan that systematically has you chasing your why driven goals every single day. ”

Financial Planning Services:

  • Personal Superannuation advice
  • Self Managed Super Funds
  • Wealth Management & Non-Super Investment advice
  • Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
  • Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
  • Taking a redundancy
  • Inheritance
  • Family matters

  

  • Gearing advice through Margin Lending strategies
  • Debt Management
  • Estate Planning
  • Cash Flow Management
  • Pre Retirement and Retirement Planning
  • Centrelink Benefit Strategies
  • Estate planning
  • Relationship breakdown