Johnny Ly

Wealth Spirit

Platinum
12 Yrs Experience
Carlingford, NSW 2118

I am a Sydney-based Financial Planner and owner of Wealth Spirit. I provide quality holistic advice to a broad range of clients. I completely understand the importance of convenience in today's fast pace lifestyle and so I offer in-home/office visits for our meetings. Clients rave about the ease this service provides and I am only too happy to accommodate. Feel free to reach out to discuss your financial objectives with me and experience the Wealth Spirit difference today.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

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

We offer a very fair and transparent fee structure. Typically fees are somewhat dependant on complexity as the time spent will differ. However, you can rest assured our fees are very reasonable as overheads and kept low.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 37
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Master of Commerce
  • Languages spoken
    • Cantonese
    • English

Wealth Spirit

3 Robbie Cres
Carlingford, NSW 2118

Opening hours

  • 9:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Advice & Wealth Partners Pty Ltd

AFSL 532199