Majella Wealth Advisers is an independently-owned, boutique, financial planning firm based in Neutral Bay, Sydney. Founded in 2002, we obtained our own Australian Financial Services License (303260) in 2006.
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. Currently we provide ongoing advice to 55 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.
Prior to establishing Majella Wealth Advisers, Lisa and Joanna worked within the institutional funds management market. They worked extensively with company, industry and Government superannuation funds on a wide range of investment matters. This experience has provided them with invaluable insight into investment management, portfolio construction and asset market behaviour. They balance a passion for their work with the rewards of parenthood. Between them they have 5 well loved children and working husbands, giving them a good perspective on the financial challenges and aspirations of young families.
Follow these links for more information on each of us:
Please see our Financial Services Guide for more information about Majella Wealth Advisers.
A range of people seek our services, but in general, they are looking for:
Our clients include professionals, families, people nearing retirement, retirees, companies and charities.
Our aim is to give our clients peace of mind regarding their financial future.
We help them identify their goals and set a plan in
action to achieve those goals. We help them to manage
their cash flow better, maximise the potential of their
existing assets and recommend appropriate growth
strategies to build further wealth.
We also help our older clients to prepare for retirement, assisting with a tax-effective transition to retirement. Importantly, we ensure that they have an investment structure that will allow them to maximise the potential of their assets during retirement.