We are not a One Size fits all

Our Philosophy

Retirement is a journey, not a destination. It’s about making choices today that will lead to a secure tomorrow. At Journey Wealth, we understand that your retirement and your financial security are important. That’s why we provide quality financial advice that is tailored to each individual, taking into account your unique retirement vision. We believe that retirement planning should be a collaborative effort, with our advisers working closely with you every step of the way to create a comprehensive plan that is realistic and achievable. We make sure that you have a solid financial plan in place, so you can relax and enjoy your golden years.

Providing financial advice to help you reach the retirement goals that matter most to you

When it comes to retirement, everyone has different goals in mind. For some, the goal is to spend time with family and friends. For others, the goal is to relax and enjoy life. And for still others, the goal is to leave a legacy that will last for generations. However, no matter what your goals may be, one thing is for sure: the difficulty in managing finances and health can get in the way of making long-term plans. That’s where Journey Wealth comes in.

Retire with peace of mind and a solid plan in place

Journey Wealth’s purpose is to manage our client’s wealth, providing you with expert financial advice so you can focus on enjoying your retirement. We work with a small number of high net worth clients, that’s why we take the time to get to know you and your unique circumstances so that we can provide tailored financial advice designed to help you achieve your retirement goals.

Journey Wealth is here to help you every step of the way. If you’re ready to start planning for your retirement and financial security, contact us today.

At Journey Wealth, we typically help clients in stage 4 to 5 of the financial journey, which are retirees and pre-retirees. However, we also help clients in stage 3 when they are in the early stages of retirement or preretirees, so we can guide them towards achieving stage 4. We work collaboratively with our clients to develop and implement strategies based on their values and beliefs, so they can achieve their financial goals and enjoy a fulfilling retirement.


Achieving financial abundance, leaving a lasting legacy, engaging in intergenerational planning, and giving back to the world.


Owning their home outright, having passive income, generally self funded retiree, in a position to assist children, and can enjoy a comfortable retirement with holidays and other activities. Thinking about legacies for the next generation.


Living according to a budget, receiving a partial age pension, unable to assist family as desired, and may miss out on desired activities.


Dependent on the full aged pension, limited choices, and closely monitoring utility bills. Likely to work part-time, not by choice.


Struggling with deficit cash flow, debts, and insufficient savings, often dependent on government support. May see themselves working until they die.

Who We Help?

People who believe in trusted relationships and wish to delegate the financial parts of their life so they can focus their time on what they value most.

People who are willing to openly discuss their values, beliefs, and be open and honest about the things they want to achieve

People who value and can benefit from multi-faceted and long term planning strategies.

People who typically have net investible assets of between $1 million and $6.5 million outside of the family home, including superannuation, shares, and investment properties.

People are dedicated to achieving their financial goals through a collaborative approach with us. We work together to develop and implement strategies, and once we have explained the advice, our clients are committed to following our recommendations.

Who We Don't Help?

People who prefer to manage their finances completely on their own without any professional guidance

People unable to use any kind of technology such as email, digital signature, or Zoom as required.

People who are simply seeking a one-off transaction, or Minimise tax without wanting to discuss any of the broader implications.

People who wish to base success on outperforming the market, or wish to time the market or speculate on individual stocks.

People who are difficult to communicate with and are not willing to actively participate in the planning process.

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This advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances. We recommend you seek financial advice before making any financial decisions.

430 Little Collins St, Melbourne, VIC, 3000 contact@journeywealth.com.au
1300 568 932
(1300 JOU WEA)

Shaun Ganguly is an Authorised Representative of Leishman Financial Services Pty Ltd AFSL 227747. Shaun Ganguly is employed by Journey Wealth Pty Ltd ABN 42 634 913 616 which is providing advice and other financial services as a Corporate Authorised Representative of Leishman Financial Services Pty Ltd.