Johnny Ly

Wealth Spirit

Platinum

14 Yrs Experience

Carlingford, NSW 2118

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I am a Sydney-based Financial Planner and owner of Wealth Spirit. I provide quality holistic advice to a broad range of clients. I completely understand the importance of convenience in today's fast pace lifestyle and so I offer in-home/office visits for our meetings. Clients rave about the ease this service provides and I am only too happy to accommodate. Feel free to reach out to discuss your financial objectives with me and experience the Wealth Spirit difference today.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Cashflow & Income
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets

We offer a very fair and transparent fee structure. Typically fees are somewhat dependant on complexity as the time spent will differ. However, you can rest assured our fees are very reasonable as overheads and kept low.

5.00 December 2021

We actually found Johnny via this site, based on his overwhelmingly positive reviews. Engaged his services to review our insurance needs; happy to say that he's lived up to the reviews. Overall a very friendly and professional person, always happy to answer our questions along the way, follows up, and is never pushy. As a bonus, his quarterly newsletter on all things financial & personal is a nice read. Highly recommended.

5.00 August 2021

Johnny is very knowledgeable and responsive. Great to have him being my family’s financial advisor. Will definitely recommend him to my friends.

5.00 November 2020

Johnny is helpful and transparent on his services, he cares about his clients and strives to provide best services he can offer, I would recommend him to anyone I know.

5.00 November 2020

Johnny is very knowledgeable, detailed and transparent in the services he has patiently provided. I highly recommend him to anyone seeking financial advice and services.

5.00 November 2020

Was introduced to Johnny by a friend and his attitude and approach was friendly which made me listen and understand what was out there and what was required by me and my wife to secure our futures. Didn’t take long to go with Johnny’s advice and now a few years after we are extremely glad we did. He is very approachable for clarifications and proactive in keeping up with changes and making sure we are too. I have and will have no hesitation in introducing Johnny to my family and friends. Good Job Johnny !!!