How can we help you?

Financial Planning

Feel confident about your financial future with Successful Ways financial planning. From helping manage your cash flow, growing your super or protecting your income and your family, we give you the right advice to achieve financial freedom.

We want you to get the most from your financial position. We make sure your money works hard for you. Because we know, the harder your money works, the sooner you achieve your financial goals.

We currently have financial planners located in Sydney and Brisbane.

Request a free financial planning appointment

We understand your today

Understanding your current situation and financial goals means we deliver solutions that put you ‘ahead of the pack’.

Build a plan for your tomorrow

Our financial advisors will show you how to reach your financial goals faster. We collaborate with you to find the right solution for you as priorities change along the way.

Review your progress

We meet regularly to help you stay on track. Your financial situation will change over time, but adjusting your strategy will keep you moving in the right direction.

We can help you with:

• Superannuation advice
• Personal Insurance (Income protection, life and disability & trauma insurance)
• Wealth creation & Investment strategies
• Self-Managed Superannuation Funds (SMSF)
• Superannuation contribution strategies
• Asset protection strategies
• Taxation planning
• Retirement planning estimates
• Estate planning
See how we can grow your superannuation

The Successful Ways Difference

Outstanding service

Our exceptional customer service is integral to everything we do.

Advice based solutions

We focus on financial advice to move you closer to the lifestyle you want. We don’t favour products or providers, and therefore make sure you get the right solutions for your situation. And because your situation and priorities change over time, we work with you to ensure your financial plan changes with you.

Simplify your situation

We simplify complex financial strategies. We empower our clients with the best financial strategy through experience and education.

Move forward with confidence

Your wealth adviser is available at any time to help with important decisions so you are always working towards your goals.

Create lifestyle options

Planning for the future opens up a wealth of possibilities. We help you achieve your version of financial freedom, whatever that may be.

Whether you live in Sydney or Brisbane, our advisors can help you grow your wealth.

Who we help

First home buyers

Ready to make your first step on the property ladder? If you are working hard but struggling to save a deposit to get you started, we can help you to structure your in-goings and out-goings and free up some cash. Living to a budget may not sound exciting, but it takes the stress away from daily cash flow management and helps you achieve your goals.

Consolidating and maximising your superannuation funds will make your investment dollar go further, while getting your income, family, and lifestyle protected against unexpected events will make you feel more confident about taking on the responsibility of a mortgage.

Once you have bought your first home, your focus may be on managing your lifestyle to meet your minimum repayments. Again, we can help you to budget for your commitments, spending money, and the unexpected. And if you have all that in check, we’ll work with you to free up some cash to get ahead on your repayments and build equity in your home.

Sound good?

Contact us about:

  • Buying your first home
  • Budgeting and cash flow
  • Knowing your superannuation fund is set up correctly and working harder for you
  • Planning for a family
  • Protecting your income & mortgage payments from unexpected events
  • Planning and managing your future wealth

Get the right advice to get ahead. We run First Home Buyer courses in Sydney and Brisbane.

Young Families & Wealth Accumulators

You may have already built some essential blocks in your future – established your career, bought a home and even started a family. Are you feeling confident about your financial future?

The busiest times of your life are when financial planning is most important. You need to have enough cash for the here and now, while putting some aside for future commitments and retirement. How do you get the balance right? It’s vital to make good decisions now that set you up for the future.

Want to get ahead faster?

Talk to us about wealth creation strategies such as:

  • Managing your cash flow effectively
  • Savings and investment planning
  • Buying a home or investment property
  • Maximising superannuation returns and growth while managing risk
  • Buying property through your superannuation fund (SMSF)
  • Having money available for expenses like holidays, renovations, and education costs
  • Protecting your family & income

For over 15 years, we’ve been helping people like you through our Wealth Creation courses. Learn the tips and strategies that will help you save and plan for the future.

Professionals and Executives

You’ve worked hard to advance in your career and achieve a good income, but have you worked on your wealth?

While you work hard, make sure your money is working for you to fund the lifestyle you want now and in the future.

Grow your wealth faster and ‘get ahead’ with our help:

  • Wealth creation strategies
  • Managing your cash flow effectively
  • Savings and investment planning
  • Superannuation structuring and contribution strategies
  • Protecting your wealth creation plan

To find out more, book a consultation with one of our financial specialists. No obligation – nothing to lose and everything to gain!

Successful Ways Financial Services Pty Ltd (ABN 40 133 075 644) and JGL Wealth Pty Ltd (ABN 39 596 053 950) t/as Successful Ways is a Corporate Authorised Representatives of Synchron Advice Pty Ltd (ABN 33 007 207 650) trading as SYNCHRON Principal address: Level 6, 71 Queens Road, Melbourne, VIC 3004.
Australian Financial Services License Number: 243 313. View the Synchron privacy policy here.

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