At Enlightened Private Wealth, we take pride in forging long term relationships to empower our clients to secure brighter financial futures.


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We offer a tailored and professional advice service to optimise your finances and provide you with financial peace of mind. We can help you make informed decisions, avoid financial trips and traps and keep you accountable to ensure you stay on track to achieve your financial goals.

By monitoring your progress and making adjustments to your financial plan as needed, our regular review service will ensure you stay on track as well as keep you informed of your investment performance and overall financial health.

How can a financial planner help me?

A financial planner can provide valuable benefits for anyone who wants to take control of their finances, plan for the future and achieve their financial goals. Whether you are just starting out on your financial journey or are already well-established, working with a financial planner can help you achieve greater financial security and peace of mind.

We have extensive knowledge in areas such as investing, tax planning, retirement planning and risk management and you can tap into our expertise and benefit from this knowledge and experience.


Discover The True Value Of Advice


The adviser effect




Discover the true value of
financial advice



Financial advice delivers much more
than financial value



Testimonials

"I’m so happy with the financial services I received from Jonathan. From the moment Jonathan contacted me in regards to my situation he had answers to all my questions. Jonathan has great communication and is very responsive.

All my questions were answered and I felt confident in being able to make the correct decisions for my financial situation due to the expert knowledge Jonathan provided me. Jonathan also navigated a complexed system for me taking the stress out of my situation and ensuring my goal of investing my money.

I’m very happy I chose Jonathan at enlightened Private Wealth to help with my situation."

"Jonathan has been our financial adviser for a number of years now. He is very knowledgeable and of great assistance to us, most recently with our transition into retirement and all of the government requirements/paperwork needed.

We highly recommend Jonathan to any prospective clients."

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Jade - Newcastle

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Christine - Newcastle

Let us achieve your goals and secure your future today!

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