Financial Advice That Empowers

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

If you're searching for a friendly team and experienced financial planners who can guide you towards your aspirations and appropriately support your goals, you're in the right place.

Our financial planning team is based in Cronulla, Sutherland Shire and we have a satellite office in Parramatta. We also work with clients across Australia face to face via our online secure technology.

As a highly educated and award winning financial planning team we know the ins and outs of advice, as we get to know you, our clients and families, we deliver sophisticated advice to positively transform lives and futures.

No matter your destination our financial advice and guidance can help you take control of your wealth and develop meaningful opportunities aligned to your goals.

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

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