Advice for every stage of life.

Our Services

Our approach to financial planning is professional and tailored as we understand that each client’s needs, goals and objective and financial circumstances will vary. We also strongly believe in the empowerment of knowledge and it’s through this knowledge we provide advice and educate our clients on the following areas:

Investments
Direct property investment and research
Superannuation
Self Managed Superannuation Funds
Retirement
Estate planning

Personal Injury Advice/Expert Witness

Wealth Journey also provides specialist advice for compensation recipients to ensure their damages payment last for the duration of their life. Our strategies are designed to hedge against the impacts of inflation whilst taking into account their individuals goals, income requirements and ongoing medical expenses so that they preserve their lump sum.

We also provide customised reports for the use at settlement. The cost of funds management is claimable by compensation recipients who lack the capacity to manage their own affairs. As such, we can provide calculations outlining the cost of ongoing financial advice to ensure that these clients receive enough in damages to cover the costs in managing their financial affairs.

These customised reports can be provided by providing us with the following information:

Client name
Date of Birth
Gender
Estimated expected damages
Life expectancy (as provided by the court)

External Services

At Wealth Journey we focus on providing a total service by working closely with your accountant, solicitor and mortgage broker so that together we ensure we are all working towards the same goals and objectives guiding you to your financial prosperity.

We have also established relationships with a number of industry leading professional's which can assist you in realising your full financial potential. These include:

Accountants
Mortgage Brokers
Business Coaches
Lawyers
Conveyancers
General Insurance Brokers
Property Managers.