WJD Advisory is a boutique, non-aligned, Financial Advisory AFSL holder. Our financial advisers are committed to developing wealth creation and wealth protection strategies for personal investors, business people and self-managed super funds alike.
Our advisers can help you understand your many options, the possible consequences of your choices, and assist you in making informed financial decisions.
Our advisory businesses are:
Our Advisers can help you at all stages of your financial journey
Why Choose a WJD Adviser?
Exceptional Personal Service
Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.
Ongoing Support
Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.
Knowledge and Experience
Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.
Keep You On Track
We will keep you accountable along the way because we want you to stay on track to achieve your goals.
A Holistic Approach
We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.
Ease and Convenience
Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.
Latest News
The federal government has announced updates to its plan to reduce tax concessions on superannuation…
Risks of entering into a scheme An SMSF is a trust generally run for the…
When school holidays come along, there are plenty of cheap and cheerful things to do.…
Low interest rates have intensified the search for higher income returns Noted in a recent…