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Majella Wealth Advisers: Neutral Bay

Neutral Bay NSW 2089No reviews yetEstablished 2002

About

Majella Wealth Advisers is an independently owned, boutique, financial planning firm based in Neutral Bay, Sydney. We are committed to offering the highest quality wealth management, wealth protection and retirement planning services. As each client has individual needs, we offer a tailored and pro-active service to a select group of clients.

Majella Wealth is owned and managed by Lisa Faddy and Joanna McCreery, both of whom are Certified Financial Planners and are members of the Financial Planning Association of Australia. With 20 years experience in the finance industry � careers spanning tax accounting, funds management and financial planning � we offer our clients a vast pool of investment and financial market experience together with the expert strategic advice.

Our aim is to give our clients peace of mind regarding their personal financial management and the knowledge they have the right strategies in place to meet their future financial goals.

Financial Planningpersonal insurance (LifeTPDIncome ProtectionTraumabusiness expenses)loan structuring advice.

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