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JAPHIA WEALTH ADVISORY Personalised Financial Planning & Wealth Management NORTH SYDNEY • AUSTRALIA
About Japhia Wealth Advisory Australian financial planning and wealth management firm WHO WE SERVE
Based in North Sydney, NSW
Individuals
Families Personalised advice for individuals, families, professionals, business owners and retirees
Professionals Focus on long-term financial goals and lifestyle objectives
Business Owners
Retirees
JAPHIA WEALTH ADVISORY
02 — ABOUT US
Our Approach A considered, client-first approach built around your circumstances — not a generic product shelf.
Holistic Financial Advice
Navigating Change
Every recommendation considers the whole picture — income, assets, tax and goals together.
Ongoing support through evolving financial, tax and legislative environments.
Personalised Strategies
Collaborative Approach
Advice tailored to your circumstances, not a one-size-fits-all product.
Working alongside your accountant and legal professionals where needed.
Long-Term Wealth Planning Plans built to grow and adapt with you over your lifetime.
JAPHIA WEALTH ADVISORY
"No jargon. No pressure. Just a clear plan built around your life goals."
03 — OUR APPROACH
Our Core Services
Wealth Creation Strategies
Investment Advice
SMSF Advice
JAPHIA WEALTH ADVISORY
Retirement Planning
Insurance & Risk Management
Superannuation Advice
Ongoing Financial Planning
04 — CORE SERVICES
Wealth Creation & Investment Structured, disciplined financial strategies help clients build and manage wealth over time — matched to their goals, risk tolerance and time horizon.
Financial Goals
Strategy
Investments
Ongoing Review
Long-Term Wealth
Every strategy is reviewed regularly and adjusted as your circumstances, goals and the market evolve — keeping your plan aligned to long-term outcomes, not short-term noise.
JAPHIA WEALTH ADVISORY
05 — WEALTH & INVESTMENT
Retirement Planning
Retirement planning is more than a superannuation balance check. It is about preparing for retirement income, managing superannuation effectively, and aligning financial decisions with the lifestyle you want.
How much you need to retire comfortably Transition-to-retirement strategies Tax-efficient ways to build and access super
Confidence for the years ahead. JAPHIA WEALTH ADVISORY
06 — RETIREMENT PLANNING
Superannuation & SMSF Advice Professional advice helps clients understand their superannuation options and make informed decisions about retirement savings.
Superannuation Advice
One of the most powerful — and most misunderstood — financial tools available to Australians.
SMSF Advice
An SMSF puts you in direct control of your retirement savings, with added responsibility.
Contribution strategies, incl. salary sacrifice
Setup, compliance and administration
Choosing the right fund
Investment strategy & trustee obligations
Understanding tax consequences
Annual reporting requirements
JAPHIA WEALTH ADVISORY
07 — SUPER & SMSF
Insurance & Risk Management The right insurance and risk-management strategies protect your income, assets, family and long-term financial plan against the unexpected.
JAPHIA WEALTH ADVISORY
Income Protection
TPD & Trauma Cover
Safeguard your earning capacity if illness or injury prevents you from working.
Financial support in the event of total & permanent disability or critical illness.
Life Insurance
Asset & Family Protection
Protect your family’s financial security and future should the unexpected happen.
Ensure your assets and loved ones are protected as your wealth plan unfolds.
08 — INSURANCE & RISK
Why Choose Japhia Wealth Advisory?
Personalised Financial Advice
Holistic Approach
Long-Term Focus
Tailored to your unique goals and circumstances.
Your full financial picture, considered together.
Plans built for lasting financial security.
Experienced Guidance
Client-Focused Service
Strategic Wealth Management
Deep expertise across finance, tax and planning.
You work directly with an experienced adviser.
Coordinated strategies that grow with you.
JAPHIA WEALTH ADVISORY
09 — WHY JAPHIA
J JAPHIA WEALTH ADVISORY
Take the next step towards a more confident financial future.
Level 24, 100 Miller Street North Sydney NSW 2060
(02) 7202 8382
admin@japhiawealth.com.au
www.japhiawealth.com.au
BOOK A CONSULTATION
Japhia Wealth Advisory Pty Ltd is an Authorised Representative of Madison Financial Group Pty Ltd (AFSL No. 246679). This presentation is general information only and does not constitute personal financial advice.