8 Reviews

James Morog

Wealth Collab

Silver

16 Yrs Experience

Leppington, NSW 2179

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WHAT I DO🔸

As Principal Adviser & Director of Wealth Collab, 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🔸

At Wealth Collab, we provide tailored, forward-thinking financial advice to help you take control of your wealth and achieve financial freedom.

Our approach is all about making financial advice relatable, easy to understand, and aligned with your goals—whether you’re building wealth, planning for retirement, or securing your financial future

WHAT WE CAN HELP YOU WITH🔸

Saving and investment

Wealth accumulation

Superannuation

Personal insurance (life, total permanent disability, income protection, trauma)

Mortgages

Debt management

Cash flow management (budgeting)

Borrowing to invest

Investing for children’s future

Self managed superannuation funds

Like to learn more?

💻 www.wealthcollab.com.au

📧 advice@wealthcollab.com.au

📱 02 8076 8900

Superannuation
Insurance Protection
Managing Debt
Shares & Investments
Property Investment
Cashflow & Income
Tax Strategies
Wills & Estates
Budgeting

5.00 July 2022

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.

5.00 June 2021

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.

5.00 November 2020

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.

5.00 November 2020

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.

5.00 November 2020

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.