Helping you make
smart decisions
with your money

Financial certainty.
Peace of mind.

Are you done planning
your financial future alone?

  • Are you tired of the uncertainty of trying plan out your financial future?
    Done on your own it can be a long climb, full of uncertainty
  • Would you like a way to make complex financial decisions with confidence?
  • Unclear on the best way to invest and grow your money?
  • Are you unsure how much you need to retire comfortably and how long it’ll last?

“If you want to go fast, go alone.
If you want to go far, go together” African proverb.

What our clients tell us we do well is the personal touch, the focus being on supporting and guiding them. Have a read through the reviews when you get a minute, we think you’ll like them.
Life is unpredictable and we need to be flexible. If you need an evening appointment, or a super early one to fit your schedule, they are available.

If you need a video appointment whilst you’re travelling, a text reminder because you’ve got a thousand things on your mind, consider it done. Need a chat over a coffee because something is worrying you, or a share market discussion whilst fishing, I’m in (just quietly, I love these).

If you really need to buy some shares you’ve had your eye on, but you can’t take calls because you’re playing at a golf course that has extreme regulations, we’ve got you covered.

These are all real client scenarios from the last year. If this sounds like the sort of adviser, the sort of team you want to work with, we’d love to have a chat.

Who are our clients?

People who are motivated
to make things better.

We look after individuals or families between 40 and 60 who are short on time, have good incomes and are looking to make the most of what they have. Your challenges will change depending on your circumstances and stage of life, but rest assured you aren’t alone.

Families Building Wealth

Click here

Your challenges will change depending on your circumstances and stage of life, but rest assured you aren’t alone.
Common challenges our clients face

  • Juggling responsibilities, constantly.
  • There are never enough hours in the day.
  • You earn good money, but we aren’t 100% sure where it’s going.

Under all of this lies a frustration. Why is this all so complicated?

Common questions and tradeoff decisions
Should we do something about life insurance or just risk it?

  • What do we do with the savings, pay off the mortgage or invest?
  • Should we add more money to super or travel whilst the kids still want to join us?

How do we answer those questions and more?

  • We guide you through your choices, help you to weigh up your options so you can act with confidence – after that we do the paperwork for you.
  • Financial planning is all we do, every day, and we love it

Preparing for retirement

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Your challenges will change depending on your circumstances and stage of life, but rest assured you aren’t alone.
Common challenges and questions

  • Time seems to accelerate the older we get, we’d better get things sorted out .
  • Will we have enough to retire?
  • There’s a limited amount of time left to work. Is it long enough to make sure we have a good retirement?
  • What happens if one of us dies, will my other half be OK?
  • How much will I have in retirement and how long does it last?
  • What do we invest in and how does the super side of things work?

Under all of this lies a sense of uncertainty. Are we going to be OK?

How do we answer those questions and more?

  • We guide you through your choices, help you to weigh up your options so you can act with confidence – after that we do the paperwork for you.
  • Financial planning is all we do, every day, and we love it

How can we assist with your challenges and questions?

We help our clients weigh up their financial
opportunities, to make practical,
well-thought out decisions with their money.

Advice process

We build a great financial plan step by step, together. With all your ducks in a row and a plan in place, you can focus on those things more important than money.

Advice process

We build a great financial plan step by step, together. With all your ducks in a row and a plan in place, you can focus on those things more important than money.

Reviews

Have a read through our clients’ experience and feedback below when you get a minute, we think you’ll like them.
If after reading the reviews you’d like to chat to one of our clients (just to make sure), let us know and we’ll put you in touch with someone in a similar position to you.

“Reassurance and confidence in interpreting information”
Linda Musumeci Vitullo
“Great bloke and great advice easy to understand”
Greg Butler
“Jonathon provides options and clearly explains each one. He has been the best thing for us to prepare for our retirement.”
Linda

Here are a couple of guides

to get you started thinking
about money

Download Here

Budgeting guide

Download Here

Investment guide

© 2020 Sandringham Wealth | by Brand Candy - Creative Paradise