GJ Private Wealth offer bespoke financial advice from the very start and that is why our financial advisors insist on tailoring individual financial plans for each of our new clients. From your first introductory meeting, we offer transparency, openly discussing with you our client engagement process, fee structure and our client value proposition.
Our financial advisors in the Sutherland Shire and Sydney CBD oversee your individual financial planning process with the utmost attention to detail. Your wealth management plan is comprehensively monitored on an agreed regular basis. Maintaining a high level of communication is key to keeping you on top of your financial goals. With regular updates and plan progression discussions, our Certified financial planners go the extra mile to ensure both short and long-term situations are considered
We make it our mission to regularly review your financial plan. For more complicated financial planning, our financial advisors take the time to delve into the various options available, always with the aim of helping you to reach your financial goals!
As the backbone of GJ Private Wealth, it’s our people who turn financial goals into reality.