Majella Wealth Advisers is a privately owned financial planning firm located in Leichhardt and Artarmon, Sydney. Committed to providing top-tier wealth management, wealth protection, and retirement planning services, the firm prides itself on offering tailored and proactive solutions to a select group of clients. Founded by Joanna McCreery and Lisa Faddy, both Certified Financial Planners with over 25 years of experience in the finance industry, Majella Wealth Advisers ensures that clients receive expert strategic advice backed by a wealth of investment and financial market knowledge.
At Majella Wealth Advisers, clients can trust that they are receiving expert advice from a team dedicated to always acting in their best interests. With a focus on building long-term relationships based on trust and integrity, the firm’s philosophy revolves around providing personalized services that cater to each client’s unique financial needs. Whether it’s wealth management, wealth protection, or retirement planning, Majella Wealth Advisers is committed to helping clients achieve their financial goals through sound advice and strategic planning.
With a strong foundation in tax accounting, funds management, and financial planning, Majella Wealth Advisers is well-equipped to guide clients through the complexities of the financial landscape. As members of the Financial Planning Association of Australia, Joanna McCreery and Lisa Faddy bring a wealth of expertise and experience to the table, ensuring that clients receive the highest quality of service and advice. By prioritizing trust, expertise, and personalized service, Majella Wealth Advisers sets itself apart as a reliable partner in helping clients secure their financial future.