Crown Wealth Gold Coast

Can highly recommend Marcel Jacob at Crown Wealth for his honest and knowledgeable advice on our financial plans. Marcel is easy to talk to and keeps us up to date with any changes we need to make. If you need help planning your financial future we would have no hesitation in recommending Marcel and Crown Wealth.

Marcel and his team where extremely tentative and accommodating to all my requests and goals. I could message Marcel at 9 pm on Saturday night and he would respond.nI felt like I was his only client at times due to the work he put in to get me started. The service is sophisticated and precise. Crown wealth make good use of technology to organise video conferencing, spreadsheets and Finical forecasts. Not only has my money grown but my knowledge and organisation skills of managing my money has also. I would highly recommend their service. Even though they don’t provide biscuits with their complimentary coffees.

Crown Wealth helped us take our financial portfolio to the next level. We were always good about saving, but now with their help, we can see how these savings can now work for us and set us on a path to reach our goals quicker. Highly recommend!

I've been using Marcel and the Crown Wealth Gold Coast team for a long time now and their wealth knowledge, diversification and planning skills has allowed me to manage and plan our financial future with goals I didn't think possible. I highly recommend Marcel and the team.

Marcel is a very flexible adviser. He is willing to tailor his advice around your situations. We found his advice to be excellent with much insight on how to best structure our finances to meet our goals. His knowledge has given us a base to grow from.