The Financial Planning Association of Australia The Financial Planning Association of Australia

Joanna McCreery, CFP®


Name Joanna McCreery, CFP®
Company Majella Wealth Advisers Pty Ltd
Address Suite 6, 469-475 Parramatta Rd
Leichhardt, NSW 2040
Phone 02 80862462
Website http://www.majellawealth.com.au

Majella Wealth Advisers is a boutique financial planning firm offering high quality, tailored advice.

We have been helping clients improve their financial position since 2002 and have over 21 years experience in financial markets.

We specialise in tailoring effective strategies for people growing their wealth and those nearing retirement. We work with our clients in five key areas:
1. TAX EFFECTIVE WEALTH CREATION AND MANAGEMENT designing investment structures to both create and manage wealth in a tax effective manner.
2. INVESTMENT MANAGEMENT - maximising the potential of your assets.
3. WEALTH PROTECTION - making sure you are appropriately insured.
4. DEBT MANAGEMENT - reducing non-tax deductible debt and assessing the capacity for deductible debt.
5.TAX MANAGEMENT - improving after-tax income.

Our aim is to give our clients peace of mind about their personal financial management and the knowledge they have the right strategies in place to reach their financial goals.

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