Enlightened Private Wealth, founded by Jonathan Schafer, is a leading financial advisory firm licensed under RI Advice Group in Australia. With over 14 years of experience, Jonathan holds the prestigious Certified Financial Planner (CFP) designation and is dedicated to empowering clients to secure brighter financial futures. The firm offers tailored and professional advice services to optimize clients’ finances and provide them with financial peace of mind. By taking the time to understand each client’s unique story and priorities, Enlightened Private Wealth collaborates with them to develop personalized financial plans that are regularly reviewed to ensure alignment with changing life circumstances.
Jonathan Schafer and his team at Enlightened Private Wealth work with a diverse range of clients, including young and established families, retirees, small business owners, and medical professionals. Their approach emphasizes client education on financial matters, focusing on what is important to each individual. By placing a strong emphasis on client communication and understanding, the firm ensures that clients are actively involved in the financial planning process. Whether it’s developing strategies for retirement planning, investment management, or insurance solutions, Enlightened Private Wealth is committed to providing comprehensive and reliable financial advice to help clients achieve their goals.
Client testimonials highlight Jonathan’s patience, knowledge, and dedication to providing informative and helpful financial advice. From assisting with insurance needs to navigating challenging life events, Enlightened Private Wealth has earned a reputation for being a trusted partner in guiding clients towards financial security. With a philosophy centered on collaboration, education, and personalized service, the firm stands out as a beacon of financial guidance, helping Australians at every life stage achieve financial well-being and peace of mind.