OUR SERVICES AND FOCUS
Our focus is working in partnership with you, our client, to ensure you realise your full financial potential over your lifetime. How do we do this? Some specific areas of our expertise include:
Partnership
We work closely with you to help you reach your financial goals. We believe in collaboration and will ensure your values and aspirations are taken into account.
Our team acts as your family’s Chief Financial Officer, providing a bespoke approach that delegates the management of your financial world to us.
Wealth Management
Our expertise lies in optimising and growing your wealth through tailored financial strategies. We can help with cash flow, tax planning, wealth creation, and retirement planning
Our guidance is based on years of experience and precision, ensuring nothing gets missed.
Protection & Security
We’ll help safeguard your family’s financial well-being, ensuring security and peace of mind for generations. Our services include family protection, asset protection, and estate planning.
Our team will work closely with you to create a comprehensive plan that aligns with your values and priorities.
Business & Superannuation
We provide strategic guidance to maximise your business success and superannuation benefits. Our services include business planning, debt planning, and superannuation.
We understand the unique challenges faced by business owners and can help you navigate complex financial decisions.
Giving & Legacy
We empower you to make a lasting impact, aligning your financial plan with your philanthropic values. Our services include intergenerational planning, family asset protection, and philanthropy.
Our team can help you leave a legacy that reflects your values and goals, while also protecting your family’s assets.
TRUSTED ADVICE
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)
