Joshua Stega

JAS Wealth

Gold

19 Yrs Experience

Sydney, NSW 2000

About Joshua
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I bring the best thinking, the best technology, the best systems and the best habits into play to show you how to build real wealth. We position ourselves as 'personal trainers' for your wealth and focus on the foundations and habits required to achieve your goals. We have no interest in selling internal products, or meeting sales targets, our only objective is happy, wealthy clients.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

4.50 August 2016

I have been receiving advice from Joshua for roughly 3 months now and I have been very happy with the service he provides. I have always found him to be polite and helpful.

5.00 March 2015

Joshua is responsive, professional and attentive to our preferred approach to wealth management, and we have confidence in his frank advice and proposed financial strategy for our needs.

5.00 November 2014

Since Joshua has been looking after my investments I have had the peace of mind of knowing that someone informed is keeping my investment portfolio hard at work - much better than my own haphazard approach! I am not without knowledge, but I am short of time. Joshua has freed me of the guilt of neglecting my investments and given me the ability to focus on my own business - priceless!

Adviser status Gold
Rating 4.77
Number of reviews 13
First year providing advice 2006
Years of experience 19
Highest qualification
- Master of Taxation and Financial Planning
Language spoken
- English

JAS Wealth

Gateway Building, Level 36, 1 Macquarie Pl
Sydney, NSW 2000

8:00am – 5:00pm Monday – Friday

Myafs Pty Ltd

AFSL 480599

Joshua Stega

JAS Wealth

Expertise

My fees

Recent reviews

At a glance

JAS Wealth

Opening hours

Licensed by

Myafs Pty Ltd