Jake Taylor-Prahran

Jake Taylor

Financial Planner JMT Wealth Management

Personal Profile

As the Director of JMT Wealth Management, I aim to understand every client’s unique financial position and objectives so I can develop strategies that perfectly match the client to their goals. I achieve this by analysing a broad spectrum of investment, superannuation and insurance products to provide true value to my clients that helps them realise financial stability.

I seek to build close relationships with my clients so I can become their trusted adviser and be part of their ongoing financial success.

Fresh Profile

  • The services I provide are:
    • Investment and Portfolio Management
    • Risk Management & Insurance
    • Superannuation
    • Self-Managed Super Funds (SMSF)
    • Cashflow Management
    • Debt Management
    • Retirement Planning
    • Estate Planning.
  • How I can help Fresh members:

    I have a vast network of professionals, that I can provide connection and referral opportunities to. Also as I run a holistic financial planning practice I can provide beneficial solutions to a large range of clients no matter their stage of life.

  • The main business categories in my network are:
    • Accountants
    • Mortgage Brokers
    • Financial Specialists
    • Lawyers
    • Estate Planning Specialists
    • Bookkeepers.
  • My target market is:
    • Medicals
    • Legal Professionals
    • Dentists
    • IT Professionals
    • Mining & Mining Engineers
    • Electricians
    • Plumbers
    • Retirees.

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