In this inaugural episode of the Property Pulse Podcast, host Geoff Tomkins sits down with Marcel Jacobs, a seasoned financial planner from Jacobs Financial Advisory.

Marcel shares invaluable insights into how property ownership can contribute to long-term wealth accumulation and the importance of integrating property investment into a holistic financial plan.

Key Discussion Points:

– The role of property in long-term wealth creation

 – Diversification strategies for building a robust financial portfolio

– The impact of market trends, interest rates, and economic indicators on property investment

– Financial planning considerations for property investors

Guest Profile: Marcel Jacobs is an Authorised Representative of Vision Planning and Finance (Aust) Pty Ltd AFSL No. 492807. Marcel’s Authorised Representative No. is 279750. Jacobs Financial Advisory is a Corporate Authorised Representative (no. 1299805) of Vision Planning and Finance (Aust) Pty Ltd.

Marcel Jacobs boasts over two decades of expertise in financial planning. His journey includes a decade-long tenure with a boutique advisory firm in Sydney’s Double Bay, followed by five years within prominent bank-aligned dealer groups.

Eventually, he ventured to establish his own practice on the northern end of the Gold Coast (Jacobs Financial Advisory).

Marcel is dedicated to crafting personalised, comprehensive financial solutions. Backed by a robust technical acumen, he places great emphasis on meticulous research and analysis.

CONNECT WITH GEOFF TOMKINS

Website: https://gctproperty.com.au/

Email: geoff@gctproperty.com.au

Phone: 0404 852 781

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YouTube: https://youtube.com/@geofftomkinsgctproperty?si=5Mx29Lk1oGvQrs33

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CONNECT WITH MARCEL JACOBS

 – Website: www.jacobsfinancial.com.au

– Email: marcel@jacobsfinancial.com.au

 – Phone: 0476 026 989

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General advice warning

The information on this podcast is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.