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 about their personal financial management and the knowledge they have the right strategies in place to meet their financial goals.
At Majella we do things differently. Read about the Majella edge.
If you think you may need financial advice, just take these four easy steps.
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.
A good investor is a well informed one. Go to our resources page for research papers and links to useful web sites.