Initial Meeting Questionnaire
Before we meet, we’d like to get a bit more of an understanding of your goals and objectives, as well as your financial situation. Not only will it help guide the conversation when we catch up, but it will also help us tailor the meeting to your specific needs.
Here's what you can expect in your first meeting...
Google Rating 4.9 
4.9 
aus painters 10:55 18 Jun 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. 
Daniela Sam 10:39 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. 
Sam Gledhill 11:53 12 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. 
Jacinta Jones 01:52 15 Jan 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. 
Mary Commisso 01:30 13 Dec 18 Impeccable professionalism and industry knowledge. Cannot fault the team at Orange Wealth and highly recommend! 
Cam McKerral 09:57 26 Aug 19 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. 
Pete Raine 01:24 13 Nov 20 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. 
Nola Grant 02:53 06 Dec 16 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!!! 
danny rock 09:27 31 Aug 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. 
James Wolstenholme 02:36 03 Sep 21 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 Appleby 05:56 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 
Amber Kelaart 06:39 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 Next Reviews Write a review 
Google Rating
4.9 4.9
aus painters
10:55 18 Jun 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.
Daniela Sam
10:39 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.
Sam Gledhill
11:53 12 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.
Jacinta Jones
01:52 15 Jan 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.
Mary Commisso
01:30 13 Dec 18
Impeccable professionalism and industry knowledge. Cannot fault the team at Orange Wealth and highly recommend!
Cam McKerral
09:57 26 Aug 19
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.
Pete Raine
01:24 13 Nov 20
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.
Nola Grant
02:53 06 Dec 16
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!!!
danny rock
09:27 31 Aug 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.
James Wolstenholme
02:36 03 Sep 21
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 Appleby
05:56 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
Amber Kelaart
06:39 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