Download our financial services guide
Part One
Our business licensee, Interpac, ensures Jared's expertise and credibility. They conduct thorough audits of his business annually to verify his qualifications and adherence to legal standards for offering advice and financial planning.
In the initial section of the guide, you'll discover details regarding:
Who Interpac Financial Planning is.
Overview of financial services provided.
The financial advice process and what you can expect.
Types of fees and charges you can expect.
What you can do if you have a complaint.
Part TWO
Focuses on Jared and his adviser profile.
In this section of the guide, you'll discover details regarding:
Who Jared is and his financial planning qualifications.
Why It’s a Matter of Money is passionate about financial planning and helping you.
What our 6-step financial planning process looks like.
What you can expect in terms of our Schedule of Fees and ranges.