About Us

Jade Private Wealth is based in Cronulla, Southern Beaches of Sydney and supports clients with financial advice throughout the Sutherland Shire, St George Area and across Australia.

Our teams 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 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.

Our Approach

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 through every stage in life.

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

Your Team

Professionals and experts who are dedicated to guiding you throughout your financial life towards meaningful outcomes.

  • Jaime-Lee Fraser

    Director

  • James Fraser

    Director

  • Dani Stonham

    Business Support Manager

  • Christian Lotter

    Senior Financial Planner

  • Brandon Anderson

    Adviser Associate

  • Kylie Springall

    Client Services

  • Troy Brandt

    Manager, Client Services

  • Daniel Easton

    Adviser Associate

  • Aaron Caldwell

    Client Services Consultant

Our Mission

To empower families and business owners to improve their financial future.

Our Vision

To financially improve the lives of our generation and the next by building wealth through knowledge and actionable intelligence.

Our Values

Approachable - our door is always open.
Be professional.
Bring your whole self to the table.
Empower others.