James Jung

One Road Wealth

Bronze

2 Yrs Experience

Sydney, NSW 2000

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I’m a Financial Adviser who helps Australians approaching or enjoying retirement build clarity, confidence, and purpose around their financial future.

My journey into financial advice began when I saw a clear gap in financial literacy among my family, friends, and community. Growing up and studying here in Australia, I realised we’re rarely taught how to manage our money, build wealth, or prepare for retirement. That realisation sparked a lifelong mission — to empower others with the knowledge and strategies to make smarter, more confident financial decisions.

Over the years, I’ve developed a deep passion for working with pre-retirees and retirees — people who have spent decades working hard, yet often find themselves unsure of what comes next. I love helping my clients rediscover their own “Why” — the passions, people, and purposes that drive them — and ensuring their finances align with that vision. Retirement isn’t the end of the race; it’s the beginning of a new chapter filled with meaning, freedom, and connection.

My role is to make the complex simple — turning superannuation, income streams, and investment strategies into a plan that supports the life my clients truly want to live. Above all, my goal is to improve financial literacy for this generation and the next, so more Australians can enjoy peace of mind and a sense of purpose in their retirement years.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets

5.00 September 2026

James has been our financial adviser for the last one and a half years.

As a young couple in the early phase of our careers as dentists, we wanted to ensure we had the right advice to set up our finances with strong long-term vision in mind, especially with our unique personal circumstances.

Our financial background and knowledge was quite minimal which seems to be quite common across most health professionals, but James was able to educate us and develop a financial strategy that was aligned personally with our short and long-term goals.

He organised advice regarding income protection, insurances, superannuation, property goals and tax reduction strategies. Throughout the process, he was very patient, honest and understanding of our changing circumstances, but always gave us a sense of reassurance that he was always acting with our interests at the centre of all the decisions. Having him be our objective lens was extremely valuable.

James also is very well-connected with a strong team of honest professionals that work alongside him. The culmination of this was the purchase of our first property in Sydney. In addition, the education he has given us to expand our financial literacy has been invaluable, giving us a higher level of analysis when navigating financial decisions.

We would 100% recommend James to anyone that is seeking honest and transparent financial advice.

James truly goes above and beyond for his clients.