WELCOME TO
GJ PRIVATE WEALTH

GJ Private Wealth is a family business that has been providing financial planning and home loan services to Australians for over 40 years. Our expert financial advisors and home loan brokers in the Sutherland Shire and Sydney CBD have assisted savvy individuals and corporates alike with our specialist wealth management solutions.

Our private wealth professionals understand that your financial goals are as individual as you are. With this in mind, our expertise in the areas of financial planning, investments and superannuation, insurance, home loans, mortgages and finance offers you comprehensive financial planning solutions, customised to your specific needs and objectives.

Backed by years of industry expertise and licensed in accordance with ASIC requirements, here at GJ Private Wealth, our focus is on you and securing your financial future.

To find out how we can help you, view our financial planning services here or contact us today.

"I NEED GJ PRIVATE WEALTH TO HELP ME WITH..."

Managing my Finances

Your Financial Plans

Investing for my financial future

Investments

Sorting out my superannuation

Superannuation

Insuring my family and wealth

Insurance

CONTACT GJ
PRIVATE WEALTH

GJ PRIVATE WEALTH
ADVICE PROCESS

WHAT OUR CLIENTS HAVE TO SAY

Ross Leahy
Having relied on Sim and her team for nearly a decade I have no hesitation in recommending them as a group well equiped to look after our nesteggs. I always feel like I am involved in the decisions made on investments and know that my occassional queries are treated with patience and alacrity.
Having relied on Sim and her team for nearly a decade I have no hesitation in recommending them as a group well equiped to look after our nesteggs. I...
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in the last week
Ivan Webber
Working with Andrew over many years has been a great experience. His knowledge of financial markets and understanding of our individual needs have provided us with tailored strategic advice that he makes easy to understand. This has allowed us to feel financially confident as we progress through retirement.
Working with Andrew over many years has been a great experience. His knowledge of financial markets and understanding of our individual needs have...
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in the last week
Diane Brooks
Both my husband and I have been assisted by GJ Private Wealth for our financial advice for over 15 years. Andrew Caulfield became our advisor in early 2023 and we have found his advice to be very clear, concise and effective in providing personalised financial planning. Andrew is readily available to discuss and clarify any queries or directions we have and we can highly recommend GJ Wealth and Andrew Caulfield for any financial planning advice.
Both my husband and I have been assisted by GJ Private Wealth for our financial advice for over 15 years. Andrew Caulfield became our advisor in...
Read more
in the last week
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