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Jacombe Stella

Stella Private Wealth

Bronze
7 Yrs Experience
South Morang, VIC 3752

As a financial planner, my approach is centered on a simple belief: financial success is not just about accumulation, but about creating a meaningful and sustainable legacy. I partner with individuals and families to construct highly tailored financial strategies that are designed to align with their long-term goals, values, and aspirations. My mission is to bring clarity to complex financial decisions, empower my clients to make informed choices, and ultimately help them navigate the intricate pathways that lead to lasting wealth and financial security.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Stella Private Wealth

542 Findon Rd
South Morang, VIC 3752

Opening hours

  • 8:30am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Lifespan Financial Planning

AFSL 229892