FINANCIAL PLANNING


GJ Private Wealth Certified financial advisors in the Sutherland Shire and Sydney CBD are dedicated to helping individuals and their families achieve financial freedom and live the lifestyle they desire.

Our qualified team of financial advisors will help you to identify your lifestyle goals and establish a unique plan for your individual financial requirements.

From investment risk profile evaluation and superannuation fund advice to taxation and family insurance evaluation, GJ Private Wealth’s comprehensive private wealth management solutions will lead you on the path to a financially sound lifestyle.

Our Financial Planning service includes the following:

  • Life planning strategies
  • Pre-retirement lifestyle planning discussion
  • Debt management
  • Taxation strategies
  • Personalised investment matrix