Investing
Joshua Stega, Financial Adviser, Sydney JAS Wealth
Open today
8:00 am - 5:00 pm
Joshua Stega, Financial Adviser, Sydney JAS Wealth
Helping successful individuals manage their wealth, using only the best products, services and investments available in the market today.We are a boutique wealth management firm, located in Sydney. Our expert financial advisors provide strategic financial planning advice as well as investment advice, based on independent thinking.
Our financial planners provide advice that is tailored to the individual, covering aspects such as investment selection, asset allocation, self managed super funds (SMSF), insurance and estate planning, delivered in a family office format. To us a financial plan is the roadmap for your wealth.
We help successful individuals manage their wealth, using only the best products, services and investments available in the market today. We call it quality advice based on independent ...read more
Contact details
Services
- Asset Management
- Retirement Planning
- Investment Trusts
- Portfolio Management
- Shares
- Fund Management
Opening Hours Detail
- By Appointment (Only)
- Appointments Available
Initially, choosing a financial advisor made me nervous, but the second I met with Joshua, I knew I'd made the right choice. His high degree of integrity, openness and genuine care in securing the best investment choices for my circumstances left me informed, confident and comfortable. The level of service, advice and communication surpassed that of all other planners I have seen. I would highly recommend Joshua and JAS Wealth.
