We pride ourselves on the ability to help our clients, people just like you, uncover what is truly important to them, whether that’s paying down debt, buying their first home, traveling the world, retiring early, securing the financial lives of their families, or building personal wealth.
Backed by a strong financial planning network, we then create a strategic, purposeful, and comprehensive plan to help our clients achieve these goals. A piecemeal solution simply won’t be as effective in the long-term. We take into account all the building blocks required to ensure your success, including cash flow and debt management, insurance, protection of assets, superannuation and other retirement strategies, and wealth creation.
Finally, we don’t just create a plan for you and send you on your way. We provide you with an individualised road map to track how you’re doing relative to your goals, check in with you at regular intervals to ensure you’re on track, and adjust your objectives as necessary along the way.
Jonathan’s pursuit of financial planning as a career was borne out of a deep-seated desire to help others. He uses his education and over 10 years of real experience helping clients reach their personal and financial goals. Jonathan’s prior work experience includes roles in consumer and business lending at St. George Bank, as well as working his way up to Senior Financial Planner at WB Financial at St. Leonards, of which he became part owner.
Jonathan is an avid sports fan. When he’s not helping clients reach their life goals, he can be found cheering on the Western Sydney Wanderers with his wife, Libby, and three children Nathan, Benjamin & Laura. Jon and his family also consider they have four other children – Hamisi, Nathalie, Marko & Beatrice – that they sponsor through compassion in Africa and have travelled to meet them in Tanzania.
Jonathan’s education includes a Bachelor of Business (Marketing) from the University of Western Sydney, various Financial Planning qualifications, including a Diploma of Finance and Mortgage Broking, and completion of the Advanced Diploma of Financial Services through Kaplan. Jonathan is currently the process of obtaining the qualification of Certified Financial Planner (CFP).
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