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

Ken Shaw
I have been a client of GJ Private Wealth for approximately 18 years and have personally known Bruce and Mathew for over 25 years. I consider both Bruce and Mathew to be friends as well as my trusted financial advisors. All of my investment needs are managed by these two great individuals who both fully understand my short and long term needs and goals but also the best way to navigate the complex financial landscape we operate within to ensure my needs and goals are achieved. I have no hesitation in recommending GJ Private Wealth to anyone who needs someone they can trust to look after their future prosperity.
I have been a client of GJ Private Wealth for approximately 18 years and have personally known Bruce and Mathew for over 25 years. I consider both...
Read more

Cheryl Mason
Hi I would like to say that I have a AWESOME financial Advisor the best one in years treats me with respect she has a happy personality and is very helpful. GJ Private Wealth (Sutherland Shire) while I was living in Sydney I joined this company, I have since moved up north they visit my home and give me good advice on what to do with my investments. I Highly Recommend them you cant go wrong with the Excellent Service. Cheryl Mason
Hi I would like to say that I have a AWESOME financial Advisor the best one in years treats me with respect she has a happy personality and is very...
Read more

Kerry Paul
Andrew Caulfield and I have worked together on my finances for well over 12 years, through my last working years and into retirement. He has a deep knowledge of the superannuation and retirement sectors and always maintains a current understanding of my financial situation, where I want to go into the future and what I want in terms of my family and my lifestyle. I recommend Andrew and his support staff and analysts to all who wish to feel comfortable and supported with their financial future.
Andrew Caulfield and I have worked together on my finances for well over 12 years, through my last working years and into retirement. He has a deep...
Read more

Read all reviews

GIVE US A CALL

BOOK A CONSULTATION