Joshua Stega

JAS Wealth

Gold
16 Yrs Experience
Sydney, NSW 2000
I bring the best thinking, the best technology, the best systems and the best habits into play to show you how to build real wealth. We position ourselves as 'personal trainers' for your wealth and focus on the foundations and habits required to achieve your goals. We have no interest in selling internal products, or meeting sales targets, our only objective is happy, wealthy clients.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 13
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Master of Taxation and Financial Planning
  • Language spoken
    • English

JAS Wealth

Level 36, 1 Macquarie Pl
Sydney, NSW 2000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Myafs Pty Ltd

AFSL 480599

4.70
13 Reviews
5
4
3
2
1
4.65
Clear communication
4.55
Knowledge & expertise
4.90
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 13

Sort by

4.50

"I have been receiving advice from Joshua for roughly 3 months now and I have been very happy with the service he provides. I have always found him to be polite and helpful."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joshua is responsive, professional and attentive to our preferred approach to wealth management, and we have confidence in his frank advice and proposed financial strategy for our needs."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since Joshua has been looking after my investments I have had the peace of mind of knowing that someone informed is keeping my investment portfolio hard at work - much better than my own haphazard approach! I am not without knowledge, but I am short of time. Joshua has freed me of the guilt of neglecting my investments and given me the ability to focus on my own business - priceless!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Joshua has a great approach to advice. He's always willing to make time to explain the steps he's taking and is patient with feedback and action. i've enjoyed my meetings so far and although this is a new engagement for us we look forward to growing our wealth with Joshua's help."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having only arrived in Australia nine months ago, Josh has assisted us in finding an appropriate solution to our super, insurances and investment needs. He has guided through this process, making it easy for us to understand and helping us set things up efficiently. He has surpassed our expectations!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since recently moving to Australia Josh has been fundamental in helping us set up our super, insurances and investment portfolio as well as assisting us with budgeting. He is very attentive to our needs and queries. We would highly recommend his services."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Master of Taxation and Financial Planning

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
2013

Bachelor of Law

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2005

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2008

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2005

Professional Memberships

Stockbrokers and Financial Advisers Association (SAFAA)

Membership type
Member
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