Wealth Planning - Wealth Journey Sydney

Wealth Planning

structure, guidance, advice

Sydney's Leading Financial Advisors - Wealth Journey Sydney

Sydney’s Leading Financial
Advisers and Planners

understanding what is important to you

Wealth Journey Process

Building a Better Financial Future

reach your life goals and protect what you already have

Financial Resource Centre

Online Resource

free insights and financial tips

Our Process

Our advisers are a financial guide helping our client's on a journey to financial success

Step 01
Ist Appointment

1st Appointment

Completing a financial heath check and identifying goals and objectives. Financial planning starts with completing a financial healthcheck and identifying your goals and objectives. Not having goals and objectives is like setting off on a Journey not knowing where you are going, but hoping you end up at the right place.

Step 02

EDUCATION

Educating you on financial markets and historical performance of different asset classes as well as expected future performance based on the most up to date research.

Secondly, we focus on educating you on the financial markets, past performance and anticipated performance of different asset classes. Our education approach is customised as we understand that our clients come from many different backgrounds. Our aim is to help you feel informed and up to date on all the latest research and legislative changes so that you feel empowered with the knowledge to make informed decisions about your financial future.

Step 03
Financial Strategy

STRATEGY

Mapping out the strategy of what we need to do to get you to your goals and objectives. Once we have a clear understanding of where you want to go and your current financial position, our highly qualified financial planners will present you with a detailed statement of advice (SOA) with calculations, projections and strategy recommendations to set you on your journey to financial freedom.

Step 04

IMPLEMENTATION

Taking the steps to implementing the strategy.
Implementation is about putting your strategies to work. This is where the advice becomes reality Depending on the strategies adopted, implementation may draw upon the expertise of your preferred accountant, solicitor or mortgage broker.

Step 05
Ongoing Financial Review

ONGOING REVIEW

Reviewing your strategy and altering where need be, in line with expected outcomes and your goals and objectives.

At Wealth Journey we believe financial planning is an ongoing process.
We continue to meet with our clients regularly to ensure their strategies continue to work towards fulfilling their goals and objectives.

Book Your Free Consultation

Book your free consultation

Our belief in the empowerment of knowledge is at the heart of everything we do.

Book your free consultation to take your first step on the path to financial freedom: