02 8854 5430
enquiries@wealthfoundations.com.au

Andrew Jenkins

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Why I’m a financial planner

Two rather disappointing relationships with financial planners as a client left me feeling there was so much more that needed to be provided. I wanted to work directly with individuals, applying the knowledge and experience I had gained over 35 years in corporate finance to help them realise a better level of service that I knew I could deliver.

Who I work with  

I work with clients across a broad spectrum of circumstances, however I specialise in my work with professionals and executives seeking to organise and structure their affairs to realise their financial goals and set themselves up for a successful retirement.

I value the trust my clients place in me and look to repay them with intelligent, well considered and proactive solutions.

What I’ve learned and how that can help you

My path through financial planning has been both challenging and rewarding. I’ve learned a few things about the industry including:

  • Financial product providers are often better marketers than money managers;
  • While advisers have the best intentions for their clients, they are not necessarily that well equipped in terms of providing rigorous and well thought out advice;
  • Most advisers focus on trying to outperform the market, yet few show any consistent ability to achieve this. There are cheaper and more reliable ways to capture long-term returns but this may require you to adopt a different attitude about performance;
  • While financial risk is a reasonably understood concept, the application of the concept is poor. You need a clear investment risk strategy that is implemented in a way that provides the most efficient return for that risk;
  • Complexity dominates simplicity. Don’t get enamoured by jargon – investing does not have to be complicated;
  • Luck often gets confused for skill. There can be a lot of luck in financial planning (good and bad) – recognise this and avoid those who claim credit for upside and avoid responsibility for downside.
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I consider any success I have as a direct reflection of the success of my clients.

Andrew has worked in the financial services industry for over 35 years. He has a Bachelor of Economics, a Graduate Diploma of Applied Finance and Investment, and has completed the Certified Financial Planner Professional Education Program in which he was awarded the top graduate status in NSW. Andrew also holds a qualification in coaching via the International Society of Neuro–Semantics. He is a Certified Financial Planner (CFP®) through the Financial Planning Association of Australia. His experience has been earned from holding a number of financial advising, consulting and managerial roles. He has been providing personal financial advice since 2000. Andrew is an authorised representative of Wealth Leadership Services (Representative No. 319642).

Please search ASIC’s Financial Advisers Register to confirm any details about my history and qualifications.

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