ONE ROAD WEALTH:
Your wealth starts here.
Welcome.
One Road Wealth is your trusted financial partner, committed to guiding you through every stage of your financial journey.
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Based in Sydney, we focus on preserving and growing your wealth with tailored plans, ensuring that your financial goals are met with attention to detail and expertise.
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Whether you're planning for the future, managing your wealth, or securing your legacy, we're here to support you every step of the way.
No matter what financial stage you’re in, we’ve got you covered.
Our expertise spans across every stage of your financial journey, from just starting out in the workforce to living in retirement.
Starting Out:
Building the Foundation
Growing Wealth:
Establishing Stability
Accumulating Wealth:
Preparing for the Future
Transitioning Wealth:
Retirement Planning
Preserving Wealth:
Living in Retirement
Our Clients.
ANDREW & HYERIN, INSURANCE
"James was invaluable in helping my partner and I navigate our finances whilst we prepared to get married and set up our future lives. His expert guidance gave us confidence in our investments, superannuation and peace of mind for our future financial security. We’re incredibly grateful for James’s support and can’t wait to build the ideal dream together!"
BIANCA, DENTIST​
“I recently secured the job of a lifetime and began wondering how to plan for the future financially to achieve the life I’ve always dreamed of with my partner. I got into contact with James and he guided me through a series of ideas and options to put me on the right path in a pressure free environment that provided a lot of clarity. Always professional, but his easygoing, humble and friendly nature makes it comfortable to gain financial advice through him.”
ALI, SALES
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“Before working with James, I felt overwhelmed trying to plan for my future. I wasn’t sure if I was saving enough or making the right financial decisions. But after sitting down and going through a clear, step-by-step plan, I finally feel in control. Now, I have confidence in my financial future and know I’m on the right path. If you're feeling unsure about your finances, I highly recommend reaching out – it’s one of the best decisions I’ve made!”