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 a decade. 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

NOW SELF-LICENSED FOR FINANCIAL ADVICE TO
BETTER SERVE YOU

Greater trusted advice,
same trusted team

For more than a decade, GJ Private Wealth has supported Australians with financial planning and wealth management solutions. We are now self-licensed for financial advice, giving us the flexibility to offer broader strategies, more flexibility and complete confidence that every recommendation puts your best interests first.

 

FIND OUT MORE

CONTACT GJ
PRIVATE WEALTH

GJ PRIVATE WEALTH
ADVICE PROCESS

WHAT OUR CLIENTS HAVE TO SAY

Robyn Ruiz
I was referred to GJ by a friend of mine who told me how great their experience was. This turned out to be true for me too. Sim was lovely and really helpful throughout the whole process. Her and her assistant, Mitch, helped to guide me and assist whenever I needed it. Super thankful to you both for helping me with my investment property!
I was referred to GJ by a friend of mine who told me how great their experience was. This turned out to be true for me too. Sim was lovely and...
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Jeffrey Weston
Trust and security is a major concern when seeking financial advice, counselling and guidance. I have been with GJ Private Wealth throughout its long history and started dealing with them back in the 70's with Ian Louden. I have found their advice and help beneficial and have weathered several economic storms and have always come out OK. So the trust element is there and overall I am happy to have Matthew Gale looking after my interests.
Trust and security is a major concern when seeking financial advice, counselling and guidance. I have been with GJ Private Wealth throughout its long...
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Suzi learmonth
Warm & professional Sim made us feel completely at ease throughout the entire process. She explained everything clearly and never made us feel silly for asking questions. Her professionalism and care made our transition into retirement smooth and stress-free. We highly recommend Sim and GJ Financial Advisors for anyone wanting a straightforward, supportive experience.
Warm & professional Sim made us feel completely at ease throughout the entire process. She explained everything clearly and never made us feel silly...
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