Jack started his career at My Wealth Solutions as a work experience student whilst he was still at university. Upon completion of his Bachelor of Business, majoring in Finance, Jack joined the team full-time and has been helping clients achieve their financial goals ever since. He is currently working towards his Masters of Applied Finance.
Jack primarily works with our existing clients. His main duties include: implementing financial plans, generating review reports and helping our clients with any queries they may have. He also assists the Financial Advice Team with any ad hoc tasks clients may have.
Outside of Work
Although his masters studies take up a large portion of Jack’s spare time, he can still be found keeping active and spending time with his friends.
What’s your favourite thing about being part of the MWS team?
Working with the team to help clients achieve their financial goals.
What do you wish people knew about financial planning?
The importance of having the right structures in place to ensure you have a clear understanding of where you will be when it comes time to retire.
What's your favourite book, movie and food?
Book: Kane and Abel by Jeffrey Archer
Movie: The Dark Knight
If you could give one piece of advice to the Jack from 10 years ago, what would it be?
Do not restrict yourself to thinking things have to be done in a preconceived way.
What's your weirdest office habit?
Singing randomly in the office.
What's the one thing about you that people would be surprised to learn?
I once played blackjack with Ed Sheeran.
If you could have dinner with anyone past or present, who would it be and why?
Lebron James, to ask him a range of questions regarding his life, how he deals with pressure, what makes him tick and general life advice.