Jake specialises in multiple areas in financial practice , especially in areas of relooking at one's financial portfolios to ensure it's effectiveness. He seeks to understand what his client's priorities are and work along that area to fulfill his client's needs with the solution and products that he can bring to the table.
Because of the luxury of working with multiple providers, he is able to cater to different needs and wants of his clients which makes working with him a pleasant ones. After all, if one is able to work with multiple insurers, he is then able to offer better solutions to the problem that one potentially has.
With Jake's experience, he not only aims to help individuals or families to reduce their insurance expenses but also helping them to grow their wealth as he realised that at the end of the day when comes retirement, many would have some struggles with it.
Jake aims to grow with his clients and ensure that they would have a better retirement life compare to their peers when the time comes.