No nonsense, ethical advice
You get the same advice we’d give ourselves – and our mum. In other words, no BS. Plus, working with lots of young families means we know what works and what doesn’t. Better still, if you don’t think our financial advice is right for you, we won’t charge you anything.
Greater transparency
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.
An effortless way of working
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 and investment point of view.
What gets us out of bed in the morning…
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 families take control of their finances and make smart, educated decisions with their money so that they can plan for the future and have the freedom to enjoy life, today.
Here’s what our clients love about us…
Frank Maio
"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."
The Hudson Family
“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 Crewe Family
“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.”
We're now 3 years in and the sentinment below hasn't changed a bit! So much so that I've recommended Orange Wealth to family and friends who have also benefited from Jason & Michael's excellent service.Original review:After having a poor experience with other advisors we've been thrilled with the service of Orange Wealth. Jason & Michael have understood us and our objectives very well and have developed a realistic and achievable plan from which we're already seeing the benefits. Highly recommended!
James Wolstenholme
02:36 03 Sep 21
After being highly recommended to us, we decided to invest in our family’s future with Jason and the team from Orange Wealth.Right from the start, Jason has been friendly, approachable and transparent in his approach. My wife has limited financial knowledge and Jason always makes sure she is clear about the strategies and options presented to us. I appreciate his comprehensive plans as it helps us to direct our finances to meet our goals-both short and long term.Highly recommend.
danny rock
09:27 31 Aug 21
Jason from Orange Wealth has been fantastic to work with. He was able to guide me in coming up with a comprehensive plan for my future financial goals and has not only kept me on track but kept me motivated to achieve my goals. Jason is caring, knowledgeable and a finance-guru and I could not recommend him highly enough
Amber Kelaart
06:39 31 Aug 21
I have worked with Jason and the team for the last few years. He (and the team) are incredibly focused on wealth management and wealth creation. They are meticulous in detail and planning and provide independent investment, risk management and wealth management advice which goes beyond the bounds of a transactional relationship. They take time to listen and understand your needs and provide informed and valuable direction. I highly recommend Orange Wealth
James Appleby
05:56 31 Aug 21
Working with Jason and the Orange Wealth team for ongoing financial coaching and support has been invaluable. We first met Jason and the team in 2015 with our first child on the way, a pile of credit card debt and a feeling we needed to grow up. 12 months later we bought our first home, four years later we upsized to our dream forever home! Jason works with us to optimise our supers, mortgages, insurances, long-term investment and the pathway to our dream retirement - all within a spending plan and lifestyle that is comfortable and rewarding! Jason is personable and engaging and is always there when we need; to support decisions, help us prioritise and get us the best outcome. We look forward to continue working with Jason as we grow our investments.
Pete Raine
01:24 13 Nov 20
Jason and Michael are a great team at Orange Wealth - helping us to consider what's next in our future plans and setup a framework to progress towards our goals. Thanks for all you help guys.
Cam McKerral
09:57 26 Aug 19
These guys are terrific! They talked to me like a mate with my goals and financials and ended up refinancing my entire loan at a better rate. They really helped me plan for the future of my family.
aus painters
10:55 18 Jun 19
Very helpful and friendly service. It felt like they really cared about me and my future rather than just trying to sell me a product.
Daniela Sam
10:39 18 Jun 19
Jason, Michael, Katie and the team are brilliant. I am reassured knowing I've been pointed in the right direction and have the most efficient structure to keep me financially fit and on track.
Jacinta Jones
01:52 15 Jan 19
Impeccable professionalism and industry knowledge. Cannot fault the team at Orange Wealth and highly recommend!
Mary Commisso
01:30 13 Dec 18
Jason and Michael are genuinely nice guys whose focus is purely on how they can use their skills to make our lives better (and more affordable). They are a delight to work with and don't ever "sell" to us anything we aren't interested in. They are a breath of fresh air in an industry that is full of sharks! Highly, highly recommended.
Sam Gledhill
11:53 12 Dec 18
I've never reviewed a service provider before, but couldn't resist posting this as I found the team at Orange Wealth absolutely incredible to deal with and worthy of a 5 star VERY positive rating!After unsuccessfully trying to find someone to listen to my needs regarding my finances and planning for the future, a friend referred me to Orange Wealth. I looked them up on line and was immediately comforted by the introduction to their business and was actually excited to make contact and see how they could help me.I submitted an on line enquiry and contact from Orange Wealth followed very quickly. Their prompt, efficient, professional yet down to earth manner was a stand out.I met Michael & Jason at their office to discuss my needs and I left feeling really comfortable and very satisfied that I had engaged a professional team of people to help me moving forward.They structured my accounts, superannuation and life insurance to a point where I can rest in the knowledge that I now have all my affairs in order and working in my favour.... Finally! I have structure and a plan in place which offers me peace of mind.Michael & Jason continue to offer ongoing support and I have absolutely no hesitation in recommending their services. I'm so glad I met them, they offer a unique and highly professional service... very approachable too!!Orange Wealth, a big THANK YOU!!!
Nola Grant
02:53 06 Dec 16
Here are a few ways we help families take control of their wealth…
Get your financial house in order
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.
Tackle those impending family challenges
Well, we’ve been there – Michael has a young family and Jason’s is on the way. We know the challenges and can help you navigate losing an income and covering all those extra expenses.
Buy that dream home
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.
Get the jump on retirement
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.
Free up money to treat yourself
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.
Give the kids a proper head start
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.
Shore everything up
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.
Get that mortgage right down
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.
Keep everything ticking along just nicely
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 know families. We are one.
We’re a family owned business and, yes, you guessed it… we’re brothers.
I started Orange Wealth with Jason because I received financial advice a few years back that genuinely changed my life. For me, it’s about sharing both financial advice and life experience to empower young families to choose how they wish to live their lives.
Michael Chew
After working in the industry for nearly 10 years, I was frustrated that financial advice was typically skewed towards older, wealthy individuals. Through Orange Wealth, I wanted to create a business that allowed young families in similar situation to myself to get good, sound financial advice.
Jason Chew
Like to chat? Let’s grab a coffee.
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