About Us

Jade Private Wealth improves 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 but know you need help, or you have dreams to grow your wealth position and unsure of the possibilities - talk to us.

Our specialist areas and the clients we work with are:

  • Self-managed super fund - As a trustee and member we provide confidence and peace of mind to manage your cash, investments and grow your wealth towards retirement. We have smart powerful strategies and we also support all reporting and compliance requirements effectively
  • Families seeking guidance to reduce debt sooner, such as extinguishing your mortgage as soon as possible while accumulating wealth
  • Business owners who are ready to increase revenue and profitability, and reduce and financial risks both for professional and personal purposes
  • Aged Care Guidance - if you or a loved one need to prepare for appropriate aged care facilities, there are numerous considerations both financially and emotionally. We know the ins and out and lead the way throughout the process.

Our Approach

We get to know our clients personally, understanding what drives them and what their vision is for the future. 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.

  • James Fraser

    Co-Founder & Director

  • Jaime Lee Fraser

    Co-Founder & Director

  • Dani Stonham

    Business Support Manager

  • Christian Lotter

    Senior Financial Planner

  • Brandon Anderson

    Adviser Associate

  • Kylie Springall

    Client Services Manager

  • 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.