Financial Adviser in Brisbane

WHY JONAS WEALTH MANAGEMENT

Advice built around your goals, not a product

 

Jonas Wealth Management is a Brisbane financial advice practice based in the CBD at 133 Mary Street. We help individuals, families and business owners build wealth, plan for retirement and make confident decisions about their super, investments and insurance.

 

Tyson Jonas (B. Bus, GDIPFP) founded the practice in 2017. Our advice is built on long-term relationships and on advice you can understand. Before we recommend anything, we take the time to learn what matters to you, and we explain the reasons behind every recommendation so you know exactly why it suits you.

 

We provide advice across all asset classes, with a preference for Australian-based assets, and we keep your strategy under review as your life and goals change.

 

How we can help

• Goals-based financial planning: a clear plan built around your priorities

• SMSF advice: whether an SMSF suits you, setting it up and running it well

• Investment planning: portfolios matched to your goals, timeframe and attitude to risk

• Wealth creation: investing, super contributions and debt strategies to grow your wealth over time

• Personal insurance: life, TPD, trauma and income protection cover, structured correctly

 

Why Brisbane clients choose us

• Your first meeting is free, with no obligation to go further

• Advice tailored to your situation, with the reasoning explained in plain English

• Every fee set out in writing before you commit

• An adviser who knows your situation and works with you over the long term

 

Book a free first meeting or call Tyson on 0434 263 804. You can also download our free financial planning guide.