Discovery Wealth Advisers is a financial planning firm dedicated to providing tailored solutions to help clients achieve financial freedom. With a focus on education and personalized advice, their team of experienced professionals assists couples, families, and retirees in making informed decisions for their financial future. Through a collaborative approach, clients can establish clear financial goals and work towards achieving them with confidence.
Founded over 19 years ago, Discovery Wealth Advisers prides itself on offering independent and client-focused services that prioritize the best interests of each individual. Led by Principal Louella Jorge, a Certified Financial Planner with extensive experience in investments, retirement planning, superannuation, insurance, and estate planning, the firm is committed to building long-term relationships with clients in the Sydney area. Supported by a team of dedicated professionals, including Selwyn and Robert, who bring a wealth of knowledge and expertise to the table, Discovery Wealth Advisers aims to guide clients through every stage of their financial journey.
With a philosophy centered on providing quality advice and exceptional service, Discovery Wealth Advisers helps clients navigate the complexities of financial planning with simplicity and clarity. Whether clients are saving for education, protecting their loved ones, or planning for a stress-free retirement, the firm’s comprehensive range of services, including investment advice, insurance solutions, and estate planning, ensures that individuals can make informed decisions to secure their financial future.