James Morog

WCG Financial Advice

Bronze
13 Yrs Experience
Leppington, NSW 2179

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

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?

📞 Book a chat: https://calendly.com/wcg_bookings/lets-chat

www.wealthcollaborationgroup.com

"Talent wins games, but teamwork and intelligence wins championships." – Michael Jordan

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

WCG Financial Advice

Suite 402, Emerald Hills Boulevard
Leppington, NSW 2179

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Gps Wealth Ltd

AFSL 254544