WHAT I DO🔸
As Principal Adviser & Director of Wealth Collaboration Group, I am passionate about helping my clients work towards financial security and through all the stages of their money journey.
I provide honest and proactive advice, simplifying the complexities of the financial world, allowing my clients to have the confidence to concentrate on what they do best.
ABOUT WEALTH COLLABORATION GROUP🔸
At WCG, we provide new age, highly specialised wealth creation advice with a focus on working with millennials looking for financial freedom.
We're here to change your relationship with money because we believe in relatable & easy to understand financial advice.
WHAT WE CAN HELP YOU WITH🔸
Saving and investment
Personal insurance (life, total permanent disability, income protection, trauma)
Cash flow management (budgeting)
Borrowing to invest
Investing for children’s future
Self managed superannuation funds
Like to learn more?
📞 Book a chat: https://calendly.com/wcg_bookings/lets-chat
"Talent wins games, but teamwork and intelligence wins championships." – Michael Jordan
James is very professional and comprehensive in the services he provides. He is very approachable and is always happy to explain every situation and the different steps taken to achieve your goals. He always leaves you felling happy and confident in the decisions you make. We have happily recommended his services to friends.
I highly recommend James and his team. Well researched and easy to understand advice. He explains things to us very clearly and we always go away feeling very confident of the advice he has given us. James always makes sure that we have his full care and attention when we visit him for our advice. He is extremely professional, friendly and interested in his clients. Highly recommend James and his team at WCG.
James' knowledge and expertise has assisted us with starting a SMSF, managing our personal insurances and investment strategies. He is extremely helpful and always client-centric in his approach. I am extremely confident that the advice James provides meets my needs and requirements at all times. Highly recommend James.
James has been very helpful and provided us with great advice on super, life insurance and salary continuance. He was able to explain things to me in a clear and uncomplicated way. He goes out of his way to help us understand the issues and priorities. Highly recommend James and his advice.
James's advice and expertise were invaluable to my partner and I when it came to setting up our superannuation and insurances. James is easy to understand, approachable and friendly. He really listened to what we needed and went out of his way to help find the best solutions for us.
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2009
- Years of experience 14
- Advanced Diploma of Financial Planning
WCG Financial AdviceSuite 402, Emerald Hills Boulevard
Leppington, NSW 2179
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Gps Wealth Ltd