JAS Wealth

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Sydney, Australia

jaswealth.com.au
Financial consultant· Insurance broker· Financial Services· Financial planner· Stock broker

JAS Wealth Reviews | Rating 5 out of 5 stars (2 reviews)

JAS Wealth is located in Sydney, Australia on Level 36/1 Macquarie Pl. JAS Wealth is rated 5 out of 5 in the category financial consultant in Australia. www.jaswealth.com.au | 02 8075 4566 | [email protected] "Helping successful individuals, manage their wealth; using the best products, services and investments available in the market. We call it quality wealth advice based on independent thinking." We are a boutique wealth management that is passionate about providing the highest level of financial planning and investment advice that adds value to our clients. We view wealth management, not as a sales function, but as a structured process of advice, individual to each client, based on independent thinking and delivered as a long term partnership. Our advice covers aspects such as superannuation, asset allocation, self managed super funds (SMSF) and estate planning, delivered in a family office format. Our five stage advisory process allows us to help you Build, Protect, Maximise, Enjoy and Share your wealth.

Address

Level 36/1 Macquarie Pl

Phone

+61 280754566

Company size

1-10 employees

Headquarters

SYDNEY, NSW

Founded

2013

Amenities

Toilets

Open hours

...
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C

Carmel Taffa

Joshua is comprehensive in his knowledge - understanding the direction we wish to take with our fiances, his sound advice has enabling us to make better choices to reach those goals.

D

Daniel Anderson

Varity of choices to make a good investment.