Joshua Stega – JAS Wealth

Specialties

Helping successful individuals manage their wealth, using the best products, services and investments available in the market today.

We are a boutique wealth management firm, located in Sydney. Our expert financial advisors provide strategic financial planning advice as well as investment advice, based on independent thinking.

Our financial planners provide advice that is tailored to the individual, covering aspects such as investment selection, asset allocation, self managed super funds (SMSF), insurance and estate planning, delivered in a family office format. To us a financial plan is the roadmap for your wealth.

History

Established in 2013.

We help successful individuals manage their wealth, using only the best products, services and investments available in the market today. We call it quality advice based on independent thinking.

Meet the Business Owner

Joshua S.

Business Owner

Joshua Stega Financial Adviser, Sydney

Helping successful individuals, manage their wealth

In what is a relatively young and dynamic profession I consider myself one of the new breed of financial advisors that has a skill set and qualifications in taxation and financial planning with the added experience of working directly in investment markets.

Having worked at a number of large wealth management businesses, I began to realise that my values were being compromised by the underlying push to sell transactions and financial products to clients. My solution was to form JAS Wealth as a boutique wealth management offering, with a family office approach.

In my experience, having a limited or biased focus on certain elements of the wealth management advice spectrum can actually result in significant damage to a client’s overall wealth. I believe wealth management is a long term process, based on a deep understanding of a client’s position that results in comprehensive ongoing financial