Our approach to financial planning is professional and tailored, as we know that each clients’ needs, goals, objectives, and financial circumstances vary.

Our financial advisers are experts and can formulate, implement and monitor advice as either a holistic advice, related to your goals or a strategic event driven advice.

Holistic Financial Advice

Where your lifestyle or business goals are involved, this would usually mean that all aspects of strategies are involved such as budgeting, cashflow management, debt management, superannuation including SMSF, investments, retirement planning, tax minimisation strategies, risk management and Estate Planning.

Event Driven Financial Advice

Where there is a specific event that changes, or is set to change your lifestyle or finances, we can provide targeted advice to help you navigate through the change in your journey.

Some events may include:

  • Starting a family
  • Taking on debt or your first property
  • Adding to your property or investment portfolio
  • Retirement
  • Changing employment
  • Planning for business growth or restructures
  • Succession planning for your business
  • Changing marital circumstances
  • Gaining an inheritance or planning to provide an inheritance.

External Services

At Wealth Journey® we focus on providing 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.