Jake Bernardi

As Director and Chartered Financial Planner at 57 North Financial Planning, Jake specialises in helping successful business owners who have worked hard, built something meaningful, and now want to secure their family’s future while enjoying the life they’ve earned.

Jake’s approach is simple: he provides personalised and focused financial planning that brings clarity and confidence to every stage of your journey. Whether you’re concerned about what retirement looks like, worried about running out of money, or want to ensure your legacy reflects your values, he is here to help you answer those big questions-so you can focus on what matters most to you.

With a strong background in retirement planning, Jake builds long-lasting, trusted relationships with his clients. He takes pride in clear communication, straightforward advice, and solutions that deliver on both your business and personal goals. His clients appreciate his positive mindset, dedication, and the peace of mind that comes from knowing their future is in safe hands.

Outside of work, Jake enjoys keeping active through going to the gym and ‘playing’ golf as well as hiking up mountains… including a 2 week stint in the Himalayas.

He has a passion for travelling and enjoys trying new culinary experiences with his wife Jill.