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 seasoned professionals with over 25 years of experience in the finance industry, Majella Wealth Advisers ensures expert strategic advice and a wealth of investment knowledge to meet individual client needs.
With a strong emphasis on trust and expertise, Majella Wealth Advisers sets itself apart by delivering reliable and personalized financial guidance to its clients. Recognizing the importance of building long-term relationships based on trust, the firm ensures that clients receive expert advice they can rely on. Joanna McCreery and Lisa Faddy, as Certified Financial Planners and members of the Financial Planning Association of Australia, bring a wealth of experience in tax accounting, funds management, and financial planning to the table, ensuring that clients receive the highest quality service and support.
At Majella Wealth Advisers, the philosophy revolves around putting the client first and providing them with the tools and knowledge needed to make informed financial decisions. By offering a comprehensive range of services including wealth management, wealth protection, and retirement planning, the firm aims to empower clients to achieve their financial goals and secure their financial future. With a focus on expertise, trust, and personalized service, Majella Wealth Advisers stands out as a reliable partner for individuals seeking professional financial advice and guidance.