Jade Private Wealth is based in Cronulla, Southern Beaches of Sydney and supports clients with financial advice throughout the Sutherland Shire and the St George areas and across Australia.
Our team mission is to improve the financial lives of families and business owners by empowering them with knowledge and actionable strategies when it comes to wealth creation and management.
If you are feeling overwhelmed with your finances, uncertain about your next steps and know you need some help - talk to us. There are a world of possibilities that await you.
Our specialist areas and the clients we work with are:
- Transitioning into retirement or couples who are planning to retire. There is so much to know and strategies to consider to ensure a rewarding lifestyle after you stop working.
- Families seeking guidance to reduce debt sooner, such as extinguishing your mortgage as soon as possible while accumulating wealth.
- Investors who wish to invest their money to increase their capital and/or income returns both personally and within superannuation.
- Business owners who are ready to reduce financial risks both in business and at home.
- Self-managed super fund trustees. We work with you to manage your cash, investments and grow your wealth towards retirement.
We get to know our clients personally, understand what drives them and what their vision is for the future. We know it's about feeling good, so we tailor all our strategies based on your objectives where everything is straightforward, empowering and transparent.
With 'real' ongoing support we help you through every stage in life.