Columbus Wealth Advisory, founded by Joel Schultz, is a Melbourne-based financial planning firm dedicated to helping professionals, business owners, first home buyers, and families strategically manage their financial needs. With a client-focused approach, Columbus Wealth Advisory aims to understand clients’ life goals and build solid financial plans that enhance their financial well-being and life satisfaction.
The firm’s philosophy centers around building three key financial foundations to provide clients with stability, freedom, and security. By ensuring suitable insurances, helping clients become debt-free, and assisting in estate planning, Columbus Wealth Advisory sets the stage for a secure financial future. The team evolves clients’ financial plans as their needs change over time, providing ongoing support and guidance tailored to individual goals and circumstances.
At Columbus Wealth Advisory, clients can expect a holistic approach to financial planning that goes beyond managing assets. The firm’s services focus on helping clients identify and achieve their goals, navigate tough financial decisions, and enhance their careers or businesses through creative strategies. With a commitment to integrity and excellence, Columbus Wealth Advisory equips clients with the tools and knowledge needed to succeed in today’s financial landscape.