Sky Private Wealth was established in 2018 by Stephen and Karen Young through the merger of their Sky business with the clients of Glenelg Financial Services. Their vision is to provide a comprehensive range of financial services to help clients achieve their lifestyle goals. The team at Sky Private Wealth includes experienced professionals such as financial advisers, business managers, client services officers, and paraplanners, all dedicated to delivering personalized financial solutions.
At Sky Private Wealth, clients can benefit from a free ‘financial health check’ to determine the most suitable financial products and services for their needs. The business operates under the umbrella of Charter Financial Planning Ltd, ensuring compliance with Australian financial regulations. With a focus on client satisfaction and goal achievement, Sky Private Wealth aims to be a trusted partner in guiding individuals towards financial security and prosperity.
The team at Sky Private Wealth is committed to providing quality support and assistance to clients, drawing on decades of experience in the financial services industry. From managing day-to-day operations to implementing tailored financial advice, the dedicated staff members work closely with clients to address their financial concerns and help them navigate the complexities of wealth management. With a client-centric approach and a passion for helping individuals reach their financial objectives, Sky Private Wealth stands out as a reliable and customer-focused financial advisory firm.