Jordan Vaka

Independent Financial Adviser, PlanningSolo

Jordan Vaka is an independent financial adviser and the founder of PlanningSolo, a practice dedicated to helping widows and other inheritors make sense of complex financial structures like SMSFs, trusts and investment portfolios. He combines practical advice with a deep understanding of the emotional weight that often accompanies money after loss.

Articles by Jordan Vaka

Jordan Vaka

Navigating the financial complexity you’ve just inherited

When someone you love dies, you're left with more than grief. You’re often left with responsibility – financial structures you didn’t set up, accounts you’ve never seen, and paperwork that can leave you wondering just what their intention was.

Jordan Vaka

What are the best investment options in Australia?

Every year, thousands of Australians type the same question into Google ‘What are the best investment options in Australia?’. It’s not surprising that it’s such a common question. After all, money doesn’t grow by sitting in a savings account. And we financial advisers regularly get the same question...

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