A Total Wealth Management Solution for Busy Professionals and Business Owners
Our vision is to provide a total wealth management solution for busy professionals and business owners and assist them to achieve their financial and lifestyle objectives. We tailor our services for our clients to help them manage multiple facets of their wealth accumulation and wealth preservation process. 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.
Contact
➤ ADDRESS
Level 24, 100 Miller Street, North Sydney NSW 2060
PO BOX 897 North Sydney NSW 2059
☎ CONTACT
admin@japhiawealth.com.au
(02) 72028382
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.
estate planning
Proper estate planning requires technical knowledge in tax and legal matters, amongst other things. It also requires ongoing oversight because your estate plan needs to remain appropriate and effective as your circumstances change. By working with you and your estate planning lawyer, we can help you achieve inter-generational wealth transfer and bequests to charity and other organisations as directed by you.
Life & business risk insurance
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.
TAX planning
Tax planning is integrated into all facets of our service to ensure optimal after-tax outcome for your financial strategy. We have experience in personal, corporate, trust, employee share schemes and superannuation tax matters.
superannuation AND RETIREMENT PLANNING
We can advise you on superannuation strategies and solutions, ranging from simple personal superannuation to the more complicated self-managed superannuation fund. Planning ahead for retirement is the best way to ensure you have sufficient funds to last your retirement.
Testimonial
PRITPAL SINGH
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.
THYA THIRUCHELVAM
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.
JEREMY BENDEICH
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.