Guiding & educating clients through their most important financial decisions

Wealth Journey is a leading privately-owned Financial Planning and Consulting practice based in Sydney’s CBD.

Wealth Journey was formed in 2009 with a clear vision – to guide and educate clients through their most important financial decisions.

Our Directors have over 20 years experience in financial advice and have a hands-on approach with all our clients.

Through our experienced advisers, we provide tailored advice and guidance on a wide range of strategies and areas of Wealth Management.

We pride ourselves on our values and our ethical approach to ensuring you receive the advice needed to help you on your journey.

Who we help on their Wealth Journey

Our clients come from varied backgrounds and life stages at the start, middle or senior stage of their journey.

Whether you are starting your Wealth Creation journey or are a Pre / Retiree with multiple Trust structures – we can help you achieve goals that matter to you – beyond the numbers and jargon.

Why Seek Financial Advice

Wealth Journey can help build, protect and preserve your lifestyle – not just your wealth.

We believe that no matter what your current financial position, we can take you further towards your goals.

We will assess your current situation and put together strategies that can get you to your goals.

Along the way, there may be some changes. Either you have updated your goals or there are external changes in tax legislation, superannuation legislation, changes in the economy or financial markets – we are here to guide you through these complex changes through our Ongoing Service.

 

Michael from Wealth Journey has made managing my money fun and exciting. He is not only a smart adviser but also a very nice person.- Jodene Vining