To invest for long-term growth and income. We invest in solid businesses. The only way for us to make more money, is to grow YOUR Wealth.Learn more
Jason is the Branch Manager, Senior Adviser, Technical Specialist and owner of Grow Your Wealth.Before moving to obtain his own licence, Jason held a similar position with RBS Morgans. Jason previously worked as a public practicing accountant.
Authorised Representative: (398630)Jane is an Investment Adviser focusing on large net worth clients. Her goal is to help clients achieve a comfortable retirement.Jane holds a Bachelor of Laws Degree from James Cook University and a Graduate Certificate in Financial Planning.
Daniel is a Portfolio Manager. Before moving to Grow Your Wealth, Daniel held a similar position with RBS Morgan’s. Daniel deals with clients looking for a full service experience. Daniel holds a Bachelor of Economics through James Cook University.
We have our own AFSL and are not licensed under any of the big investment banks or brokers and as such we are free to recommend any product that we believe will truly meet your needs.
Better than a managed fund, you can see what is in your portfolio and you are the beneficial owner of the underlying shares.Learn more
As a comprehensive and versatile investment platform, we provide the following administration services.Learn more
A Self Managed Super Fund is your opportunity to take direct control of your financial future.Learn more
Private Wealth Management | Brokerage | Fee for Service | Financial PlanningLearn more