Juliette Jacob

Client Services Officer
Getting to know

Juliette Jacob

  • Experience

    Juliette recently graduated from Griffith University with a Bachelor of Commerce with majors in both Economics and Finance.

  • Role

    Client Services Officer.

  • Outside of Work

    Outside work, she enjoys spending as much time as possible in nature with her partner Will and dog George.

  • What’s your favourite thing about being part of the MWS team?

    What I cherish most about being part of the MWS team is the warm and collaborative work environment. Together, we navigate challenges, celebrate successes, and continuously help one another. Being part of such a cohesive, young and forward-thinking team boosts my enthusiasm for contributing to our shared goals.

  • What do you wish people knew about financial planning?

    Financial planning, from my standpoint, is more than just budgeting and investing—it’s a holistic approach to shaping a secure and fulfilling future. I wish people understood that it’s not solely about securing your retirement but, importantly, about aligning your financial decisions with your goals at any stage of your life.

  • What's your favourite book, movie and food?

    Book: Memoirs of a Geisha

    Movie: Spirited Away

    Food: Blueberry Pancake

  • If you could give one piece of advice to yourself from 10 years ago, what would it be?

    I would encourage myself to step out of my comfort zone more often, as growth often comes from facing challenges and exploring new opportunities. I would stress the value of resilience and the understanding that setbacks are not failures but rather stepping stones toward future success. Ultimately, the advice would be to trust the process, stay adaptable, and welcome change.

  • What's your weirdest office habit?

    I moved to Australia at 18 years old from my home country, Germany, and as a typical German, I like to be prepared but probably over-analyze my potential use of things. That’s why the majority of my desk is always taken up by staplers, sticky note pads, tissues, my water bottle, snacks and much more. Luckily none of my desk neighbours have complained so far.

  • What's the one thing about you that people would be surprised to learn?

    Even though I was born and raised in Germany, I don’t enjoy beer of any kind.

  • If you could have dinner with anyone past or present, who would it be and why?

    Denzel Washington because he carries himself with a certain calmness and humbleness that is very admirable and I believe he’d have some valuable insights about life and personal growth.

CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
CLIENT TESTIMONIAL
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E
CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
CLIENT TESTIMONIAL

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.
CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.
award winning and highly recommended
Logos-2018 Trusted Advisors
My Wealth Solutions Practice of the Year
My Wealth Solutions Practice of the Year
Guy Freeman GPS Wealth Award
My Wealth Solutions Practice of the Year
Nikki Booth Young Gun Award
Ben Budge Advisor of the Year
Advisor of the Year Ben Budge
GPS Wealth
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