Company Profile

Wealth Journey is a privately owned Financial Planning practice based in Sydney.

We are a fee-for-service practice, our advice and ongoing service is provided on a flat fee basis.

Our advisers and support staff are all highly qualified and have years of experience in financial services, supporting our clients through their journey and the most important stages of their life.

Our senior advisers have undertaken extensive post graduate studies in the field of finance, business management, self-managed superannuation, investments and property.

They are accredited as self-managed super fund specialist advisers.

Our advisers are uniquely positioned to be able to provide tailored advice on a wide range of investments including:

• Direct property
• ETFs or other direct shares portfolios
• Managed Funds
• SMSFs

Wealth Journey Pty Ltd is a Corporate Authorised Representative of Stamford (Wealth Management) Pty Ltd AFSL 432426