8 Reviews

James Morog

Wealth Collab

Silver

17 Yrs Experience

Leppington, NSW 2179

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WHAT I DO

As Principal Adviser and Director of Wealth Collab, I work closely with clients to help them make confident, informed money decisions at every stage of life.

My focus is on providing clear, honest, and practical financial advice. I help simplify complex financial decisions so my clients can focus on what matters most to them, knowing they have a plan in place and the right support behind them.

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ABOUT

At Wealth Collab, we focus on making financial advice relatable, easy to understand, and aligned with what’s important to you.

Advice is tailored to your goals and circumstances, whether you’re building wealth, managing competing priorities, preparing for retirement, or simply wanting to feel more in control of your financial position. The aim is clarity, structure, and long-term confidence, without unnecessary complexity.

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WHAT WE CAN HELP YOU WITH

Cash flow and budgeting
Saving and investing
Wealth accumulation
Superannuation
Personal insurance (Life, TPD, Income Protection, Trauma)
Debt management and mortgage strategy
Borrowing to invest
Investing for children’s future
Self-Managed Superannuation Funds (SMSFs)

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LIKE TO LEARN MORE?

💻 www.wealthcollab.com.au

📧 advice@wealthcollab.com.au

📱 02 8076 8900 | 0412 846 884

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.