JAPHIA WEALTH ADVISORY
From hard work to sustainable wealth
Japhia Wealth Advisory provides end-to-end wealth management solutions to help you achieve your financial and lifestyle goals.
Every one of our services is individually tailored to manage multiple facets of wealth accumulation and wealth preservation. We pride ourselves in ensuring that our clients are well looked after and feel confident about reaching their goals.
Get in touch with us to set up a consultation and find out whether our services are right for you.
AREAS OF PRACTICE
wealth creation
We can show you a variety of investment products and ideas to accumulate wealth to fund your financial needs and retirement. We have expertise in formulating asset allocation strategies and we can tailor one for you after taking into account your needs and risk appetite.
superannuation ADVICE
We can advise you on superannuation strategies and solutions, ranging from simple personal superannuation to the more complicated self-managed superannuation fund. Taking control of your superannuation early is the best way to ensure you have sufficient funds to last your retirement.
Retirement Planning
Retirement planning requires you to assess your superannuation, investments, savings, living expenses and potential government support. It also means understanding the often complex laws and tax implications applicable to superannuation. With our help you can get organised and make informed decisions on how to achieve your retirement goals.
insurance Advice
We provide advice on insurance so that you can achieve financial protection for you, your loved ones and your business against unexpected events such as death, permanent and temporary incapacity.
Testimonials
“I would consider myself moderately sophisticated in money matters. Despite that, there will always be gaps in my knowledge and experience. A great financial advisor brings complimentary deep knowledge to enhance understanding and avoid pitfalls. Subtleties in tax and superannuation law can penalize an ill-considered investment or dramatically enhance a good choice. I have found Nick to be a careful and considered financial advisor. He has a wealth of knowledge regarding structures. His communication is first class. He works tirelessly behind the scenes to make things happen. Being time poor, I would have struggled to achieve the milestones we have reached in the time we have reached them.”
P SINGH
“I am an active equities fund manager with over 20 years experience dealing with financial planners. Nobody I have ever met comes close to Nick's skillset, expertise and temperament. Highly recommended.”
J BENDEICH
“I was directed to Nick through a trusted friend and from the first meeting felt completely confident that he would give me uncomplicated, evidence-based advice. Nick took the time to understand my goals, carefully reviewed options to give me advice I can rely on.”
P WOODRUFF
“My experience with Nick has been outstanding. I’m not the most timely and compliant client but Nick is professional, very knowledgeable and delivers what he promises. Highly recommended.”
T THIRUCHELVAM
Start your Wealth Creation plan
If you’re ready for a deliberate, adviser-led approach to Wealth Creation, let’s talk. A short conversation will clarify your priorities and next steps.
Let’s Chat — book a time that suits you.