Issue:

Discover A Better Way

With Eclipse’s Financial Advisor Jake Flaherty

Determined to give clients the level of service he wished he’d received when first seeking a financial advisoer’s help, Jake offers a tailor-made approach, ensuring hopes, dreams and ambitions are dealt with on a case-by-case basis.

“Managing finances can be quite a confusing area for a lot of people,” explains Jake.

“Often, they come into money very quickly through something like inheritance or they’ve finally got their super pension, and working out how to best use it can be quite confronting. It’s definitely not one size fits all. Some people are coming into retirement and want to sit in the shade and read books, others want to travel the world!”

Working closely with each client, Jake can establish what is most important to them.

“When you tell them that they will have 20 years of comfortable retirement and see the relief on their faces, it’s very rewarding.”

A father of three boys, Jake is as busy in his home life as he is at work, but that’s the way he likes it. With a passion for both sport and the community, he spends a lot of his free time managing the local junior and senior soccer teams.