Majella Wealth Advisers

Passionate About Your Financial Future

At Majella Wealth Advisers, we are dedicated to guiding you towards a secure and prosperous future. With over 25 years of experience in the financial industry, our team of expert advisors provides tailored wealth management, wealth protection, and retirement planning services to individuals and businesses.

Who We Are

Founded in 2002, Majella Wealth Advisers is a privately owned, Australian-registered financial planning firm based in Leichhardt and Artarmon, Sydney. Led by experienced financial planners Lisa Faddy and Joanna McCreery, we are committed to building long-lasting relationships with our clients by understanding their unique financial goals and aspirations. We believe in open communication, personalized guidance, and proactive strategies to achieve lasting financial success.

What We Do

Our services encompass a comprehensive range of financial solutions, including:

Wealth Management

• Goal-oriented financial planning
• Investment portfolio management
• Regular portfolio review and analysis
• Tax optimisation strategies

Wealth Protection

• Risk management analysis
• Insurance planning
• Estate planning
• Asset protection strategies

Retirement Planning

• Superannuation planning
• Retirement income strategies
• Tax-effective withdrawal planning
• Retirement lifestyle planning

Why Choose Majella Wealth Advisers?

• Experience and Expertise: Our advisors are highly qualified professionals with extensive experience in all aspects of financial planning.
• Tailored Approach: We believe in building customized plans based on your individual needs and goals.
• Proactive Communication: We provide regular updates and ongoing guidance to keep you informed and in control of your financial situation.
• Transparent Pricing: Our fees are clearly defined and communicated upfront.

Taking the Next Step

Empower your financial future by contacting Majella Wealth Advisers today. We would be delighted to discuss your unique needs and provide a personalized roadmap to achieving your financial goals.