Jon Melloy

Melloy Wealth Management

Gold

7 Yrs Experience

Ashgrove, QLD 4060

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Jon is part of a rare breed of truly independent financial advisors in Australia. He has been accredited by the Profession of Independent Financial Advisors (PIFA) and proudly practices the Gold Standard of IndependenceTM. Jon also holds a seal of approval from the Certified Independent Financial Advisors Association (CIFFA) which underscores his unwavering commitment to removing conflicts of interest and getting the best outcome for his clients.

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

Fees start from $350 per hour and increase based on the complexity of the advice and the amount of assistance that you need from me. I offer a cost and obligation-free phone call to learn about your situation, see how I can help and provide an estimate of fees.

5.00 April 2024

This was my first time speaking with a financial advisor, and I was somewhat nervous about who to choose and what to ask. I was very happy to find Jon, especially as an independent advisor who would look out for my best interests and not those of a larger organisation. Jon provided clear and easy to understand advice, helping me to understand my situation and how best to plan for my future. As my situation changes over the years, I will continue to lean on Jon's advice to ensure I make informed decisions about my families financial security.

5.00 March 2024

I am a long standing client (6.5 years) and am very pleased to see that Jon has now established his own independent advisory service. Jon is very well educated in all areas of financial support and is skilled in matching information and services to specific needs. He understands changing personal circumstances and works to meet every situation through regular review or as issues arise. I have learnt so much about all aspects of my own financial management. Jon has nurtured my confidence through his unwavering attention to detail and his open and trustworthy processes. I do not hesitate in recommending Jon. I feel very fortunate to have had his guidance and support over the years..