You get the same advice we’d give ourselves – and our mum. In other words, no BS. Plus, working with lots of families means we know what works and what doesn’t. Better still, if you don’t think our advice is right for you, we won’t charge you anything.
You won’t find any hidden surprises along the way. We’re upfront about everything from the get-go, and we’re not locked into having to push particular products. Oh, and regardless of your circumstances, everyone pays the same fixed-price fee.
We’re not your typical financial advisers. Far from it. Think of us as your financial concierge – we make everything happen. In other words, we do what you’re too busy to do and ensure you’re always on top of everything from a financial/investment point of view.
For us, building a rock-solid financial foundation for our families is everything. It’s also a lifestyle thing. Which is precisely why we started Orange Wealth in the first place – to help our clients take control and make smart, educated decisions with their money so that they can plan for the future and have the freedom to enjoy life, today.
"Jason’s got me on track to transition to retirement. I now feel confident that I have a profitable solution for my superannuation needs for years to come and look forward to the ongoing support."
“I wish we’d met Jason five years ago. In the space of eight months, we’re more onto it now than we have been plodding along trying to manage everything ourselves over the past five years."
“The strategy that Jason has devised for us has been invaluable, particularly around our family home purchase. We’ve now got the perfect place for our kids to grow up.”
First, we need to plug any leaky holes in your expenses. We then work out a game plan to get you in a position where you can afford to buy that new car or shoot off for that holiday.
Well, we’ve been there – Michael has a young family and Jason’s on the way. We know the challenges and can help you navigate losing an income and covering all those extra expenses.
It’s one of life’s biggest decisions. Particularly when it comes to finding a place to raise your family. For us, it’s about helping you find the right debt strategy to help you get more for your money.
This is a long game. Here, we’ll help you work out the amount of income you’ll need to support those endless trips to the golf course and, from there, working backwards to find the right strategy.
Because you need to every once in a while. Once you’ve taken control of your finances, it’s really about making your money work for you and having enough in the kitty to do what you want.
Education can be expensive – let’s face it. Here, having a rock-solid strategy around squirrelling away enough money to send your kids to the school you want is everything.
It’s all about planning for rainy days. Touch wood. With the benefit of experience, we know what to look for in a policy and, once we find the right one, tailor it to your unique circumstances.
Structuring your finances and debt are a great place to start. Here, our focus is on saving you money on your repayments and, ultimately, helping you pay down your mortgage faster.
Once you’ve well and truly laid the foundation, so to speak, it’s all about growing what you have. In other words, keeping it all ticking along. Again, it’s about making best with the money you have.
We’re a family owned business and, yes, you guessed it… we’re brothers.
I started Orange Wealth with Jason because I received advice a few years back that genuinely changed my life. For me, it’s about sharing both advice and life experience to empower people to choose how they wish to live their lives.
After working in the industry for nearly 10 years, I was frustrated that advice was typically skewed towards older, wealthy individuals. Through Orange Wealth, I wanted to create a business that allowed families in similar situation to myself to get good, sound advice.