James Malcolm

As a Wealth Adviser and SMSF Specialist Adviser™ (SSA) with an accounting background, I offer a holistic advice service looking at all your financial aspects with you, with what you desire and aspire to achieve for your future. I take the complexity out of your financial future, developing strategies to maximise use of the tax and superannuation systems to your advantage. With this simplicity then designing a tailored plan for your financial future that fits your needs and aspirations.

Building your financial future shouldn't feel like a puzzle.

I'm passionate about empowering individuals and families to build a future filled with financial certainty, security, and well-being. Allowing you to thrive.

I enjoy working closely with clients, planning and fine-tuning ongoing strategies over time and responding to life’s events as and before they occur, to ensure they are appropriate to achieving your goals.

I enjoy working with self-managed super funds, family trusts and other entities, building valuable strategies, allowing potential value to be unlocked and giving you greater control and flexibility over your financial future. I look for like minded Accountants, Lawyers & Mortgage Brokers who want the best professional advice for their clients.

I have been working in professional financial services, in Australia, UK, NZ and Asia since 1991.

I advise a range of clients via offices in Castle Hill & Windsor and by appointment in the Sydney CBD.

SMSF Specialist Advisor™ (SSA) with the SMSF Association, an Affiliate member of the FAAA (AFP) with master's degrees in financial planning and professional accounting.

Sonas Wealth is a Corporate Authorised Representative of Viridian Select Pty Ltd:

Advice:

Retirement Planning;

Self-Managed Super Funds;

Family Trusts & Testamentary Trusts;

Debt management;

Cashflow management;

Succession Planning;

Superannuation;

Direct Equities;

Insurances;

Margin lending;

Cash and Fixed interest;

and Estate planning