Jacobs Financial Advisory

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:

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.”

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%

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

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.

02/06/2024

Thank you to Business Builders GC Inc. for having us present to the group. And thank you so much for this write up and photos. Have a good week all :)

21/05/2024

Retirement is an emotional journey, not just a financial decision

"I regret not spending more when I first retired. I could have enjoyed my retirement more than I did."

Many Australians arrive at retirement with significant capital but no ability to generate the required income to live the retirement they desire. They are constantly threading together a knot of worries - can they afford the lifestyle they want, can they pass money onto their children - will they run out of money? Their reward for 40 years of savings should be less financial uncertainty, but in reality, it's more.

As a result, many retirees lack the confidence to spend, worry about running out of money and that their costs will go up at the end of retirement. Once they reach the later years of retirement, they look back and feel a sense of regret from being overly frugal or conservative in their early years of retirement.

This is called 'regret risk'

24/01/2024

STAGE 3 TAX CUT CHANGES. Below is a handy table showing tax cuts as originally proposed by the Morrison Government VS the Albanese Government...to commence July 2024

Source: kindly produced by David Busoli | SMSF Alliance

A Financial Advisory firm with a holistic goals-based approach to financial planning.

08/11/2023

Melbourne Cup 2023...some well earned time out

GCT Property Brett Reddell - Area Specialist Northern Gold Coast Real Estate Aquallis Finance OH Accounting