Majella Wealth Advisers
Majella Wealth Advisers is an independently-owned, boutique, financial planning firm based in Neutral Bay and Haberfield, 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.
Four Easy Steps
If you think you may need financial advice, just take these four easy steps.... read more
Global Financial Crisis Recovery Plan
The Global Financial Crisis (GFC) has hit us all. Whether it’s your investments, your super, your employment certainty or your business income, most of us have found it tough recently.
To help you weather the storm Majella Wealth advisers is offering a GFC recovery plan.
Self Managed Super Funds
As part of our Personal Superannuation service, Majella Wealth advisers can help with setting up Self Managed Super Funds.
We can help you with:
Why Choose Majella?
At Majella we do things differently. Read about the Majella edge.
News and Views
With a passion for our job and the research and reflection that goes with it, we are often quoted in and contribute to media articles. We also publish our own newsletter....read more.
Majella Resources
A good investor is a well informed one. Go to our resources page for research papers and links to useful web sites.