Jared Schrank

Background

About Jared Schrank

I am passionate about empowering clients with exceptional strategies & education so they can make great money and life decisions. I specialize in working with professionals in their 20s to 40s who want to plan & save for their first home purchase, invest in line with their values and plan for financial independence. I am also experienced in providing retirement planning, life and income protection advice and Centrelink strategies.My personal values are integrity, honesty, authenticity and I believe these lend themselves well to developing trusted long term relationships with clients. I seek to avoid conflicts of interest e.g. commissions or % based fees and be transparent with clients in all my dealings. I treat clients with care and respect, while acknowledging their unique life story. As a Certified Financial Planner, I've developed the technical knowledge, strategies to ensure client I serve is consistently given quality advice. My aim is to deeply understand each client’s unique situation and carefully consider the best strategies and pathways to meet their needs. In my 10 years as a Financial Adviser I've developed the soft skills that are needed to do this effectively. I enjoy working with clients to. discover more about themselves and their purpose, gain clarity on their goals, and providing professional tailored to achieve their life aspirations.