Welcome

We look forward to helping you achieve your life and financial goals

JP Wealth Assurance was founded by Jacob Poon, a financial planner with more than 19 years experience in supporting clients to achieve their life and financial goals.  


Jacob places a lot emphasis in educating his clients about the financial process and helping them to make an informed decision in a way that they can easily understand.   Jacob has a Bachelor of Commerce Degree, Diploma of the Financial Planning and a Certified Practicing Accountant (CPA). 


He is a member of the Financial Planning Association (FPA) and Certified Practicing Account Australia. He is also a NSW Justice of Peace. 

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no hidden fees or incentives

We are a professional fee-for-advice service

There are no hidden fees or other incentives received so that you have complete certainty in what you are paying and what you are receiving. Advice fees will be determined prior to your engagement. 

  

We offer our prospective clients an initial obligation free meeting and the cost will be borne by our practice.  This is your opportunity to get to know us, understand our advice philosophy and process and ask us any questions. Call Jacob on 0430 218 889 for an initial conversation or to book an appointment.

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Jacob Poon (ASIC No 1003325) and JP Wealth Assurance (ASIC No. 1276947) are Authorised Representatives of Lifespan Financial Planning Pty Ltd (AFSL: 229892).


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