Financial Advice That Empowers

We're guessing you're here as you want to improve your life.

Maybe you want to learn how to quickly say goodbye to your mortgage, or you're interested to invest overseas and build a portfolio.

Is retirement on the horizon?

No matter your destination we help you develop a dynamic and safe way to maximise your financial position, ensuring you're making the right decisions for you and your family.

Schedule Your Session

Jade Private Wealth Contact Number

Our Most Wanted Financial Strategies

Designed for your specific goals and purpose

Jade Wealth SMSF, Superannuation, Wealth Creation, Estate Planning, Life Insurance

James Fraser - Director of Jade Private Wealth

Welcome! As a family man I know the feeling of responsibility and the importance of taking care of people and interests that mean the most to you.

Our team is dedicated to helping empower families, business owners and investors including self-managed super fund trustees when it comes to the power of money and family wealth. We help strengthen and leverage your financial position in line with your future plans.

On a personal note I'm a Dad of two and a keen (and sometimes shocking) golfer. Having grown up in Canada I’m still working out the game of cricket & AFL, and have a love for ice hockey, snowboarding and fly fishing.

 

James has featured in the IFA Magazine and the Financial Observer. Representing the financial planning industry, James is a member of the Association of Financial Advisers (AFA) and has represented Adviser Councils to improve the industry landscape for his clients. Holds a B.Com & B.Econ, DFP (FS), SMSF Certified, ADFS Taxation & Estate Planning.

We "Give Back"

At Jade Private Wealth, in addition to caring for our clients and their best interests, we care about our community. We ‘Give Back’ and support organisations to help improve lives and the position of the community.

  • Children's Cancer Centre Foundation

  • Sydney Children's Hospital Foundation

  • Australian Red Cross

  • Neighbourhood Watch NSW

  • Black Dog Institute

  • Sporting Wheelies and Disabled Association

  • Shire Pink Lunch

'yes' I Attended The Shire Pink Lunch