At Wealth Journey we provide professional, tailored advice that will guide you on the path to financial prosperity.
Company Overview
Wealth Journey is an Independent Financial Planning practice based in Sydney CBD and servicing clients all across Australia.
Our advisers and support staff are all highly qualified and have years of experience in financial services. Our senior advisers have undertaken advanced post graduate studies in the field of finance, and in the process of being accredited by SPAA (self managed super fund specialists advisers).
Our independent license means we are uniquely positioned to be able to provide non biased advice on a wide range of investments including direct property, ETFs or other direct equities, warrants and instalments, and other alternatives.
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Make an Appointment
They are designed so you can get to know us, and find out more about how we can help.
At the first appointment we will:
• Go through a high level outline of your current situation;
• Calculate a projection of where you will be at retirement;
• Help identify your goals and objectives;
• Tell you more about us and our services;
• Outline the next steps of your journey with us;