Wealth Journey is a leading privately-owned Financial Planning and Consulting practice based in Sydney’s CBD.
Wealth Journey was formed in 2009 with a clear vision – to guide and educate clients through their most important financial decisions.
Our Directors have over 20 years experience in financial advice and have a hands-on approach with all our clients.
Through our experienced advisers, we provide tailored advice and guidance on a wide range of strategies and areas of Wealth Management.
We pride ourselves on our values and our ethical approach to ensuring you receive the advice needed to help you on your journey.
Who we help on their Wealth Journey
Our clients come from varied backgrounds and life stages at the start, middle or senior stage of their journey.
Whether you are starting your Wealth Creation journey or are a Pre / Retiree with multiple Trust structures – we can help you achieve goals that matter to you – beyond the numbers and jargon.