“At Sureworth, our mission is to provide everyday Australians with access to the best financial advice, to help them create financial stability, security and long-term wealth.”
Co-founder and Director of Sureworth Financial
With over a decade’s worth of experience in the financial services industry, Jacob Raz Co-founded Sure Worth Financial with the goal of making financial planning more accessible to every day Australians. Since starting his career as a call centre agent for AMP Limited, Jacob has worked in financial services teams across Westpac Bank, National Australia Bank, and the Commonwealth Bank of Australia in various roles, such as personal banker, finance manager and financial advisor. Following years of experience, Jacob eventually transitioned to work with small boutique businesses, where he learnt the power of offering a service that’s specifically tailored to each client, something that the big banks couldn’t do. In June 2014, Jacob made the leap to launching a business of his own – Sure Worth Financial – and has not looked back since. Servicing hundreds of clients, Jacob is a full qualified financial adviser with RG 146, Dip of Financial Planning and currently studying his Post Graduate studies with Macquarie University.
His area of expertise are:
- Estate Planning
- Financial Planning
- Self-managed superannuation