GJ Private Wealth is a family business that has been providingfinancial planning and home loan services to Australians for over 40 years. Our brokers and expert financial advisors 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 home loans, financial planning, mortgages and finance, insurance, superannuation and investment offers you comprehensive financial planning solutions, customised to your specific needs and monetary objectives.
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 home loans, financial planning, mortgages and finance, insurance, superannuation and investment offers you comprehensive financial planning solutions, customised to your specific needs and monetary objectives.
Services
Teamwork and collaboration - is at the heart of what we do for our clients and each other. Through integrity, teamwork, passion, knowledge and trust our organisation's culture allows people to succeed and excellence to flourish. GJ Private Wealth is an Australian owned and operated company originally a family business that was established in 1978.
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.
Through comprehensive financial plans, GJ Private Wealth expert 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.
Whether you have a family who is financially dependant on you and/or have income serviced debts, our insurance experts offer the right insurance advice for your peace of mind. Our financial advisors offer tailored wealth protection advice to reduce the risks associated with wealth accumulation and the protection of what you have already acquired.
Here at GJ Private Wealth, our expert financial planners in the Sutherland Shire and Sydney CBD are perfectly positioned to advise you on both your current and future superannuation arrangements. The earlier you start thinking strategically about how to make it work best for you, the better off you will be in the long run.
Reviews (1)
Dom Mcstraw
Nov 25, 2021
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