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

Company Profile

Wealth Journey is a privately owned Financial Planning practice based in Sydney.

We are a fee-for-service practice, our advice and ongoing service is provided on a flat fee basis.

Our advisers and support staff are all highly qualified and have years of experience in financial services, supporting our clients through their journey and the most important stages of their life.

Our senior advisers have undertaken extensive post graduate studies in the field of finance, business management, self-managed superannuation, investments and property.

They are accredited as self-managed super fund specialist advisers.

Our advisers are uniquely positioned to be able to provide tailored advice on a wide range of investments including:

Wealth Journey Pty Ltd is a Corporate Authorised Representative of Stamford (Wealth Management) Pty Ltd AFSL 432426

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Our approach to financial planning is professional and tailored as we understand that each of your needs, goals and financial circumstances will vary.

We also believe in the empowerment of education and it is through this education we provide advice and knowledge on the following areas: