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 4.75
  • 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