Sky Private Wealth

Welcome to Sky Private Wealth, a leading establishment in finance located at Royston Park, Lambert Road, 60 in Australia. Founded by Stephen and Karen Young in 2018, Sky Private Wealth has quickly become a trusted name in the financial industry.

Our institution was born out of a merger between Sky business and the clients of Glenelg Financial Services. With a vision to create a one-stop shop for our clients' financial needs, we are dedicated to helping them achieve their lifestyle goals.

At Sky Private Wealth, our primary goal is to assist our clients in building and maintaining their wealth while also helping them achieve their financial and lifestyle objectives. Regardless of your age or priorities in life, we believe that every journey towards wealth creation begins with a well-thought-out plan.

Once you have your financial plan in place, our services don't stop there. We understand that it can be uncomfortable to think about the possibility of illness, accidents, or even death. That's why we emphasize the importance of protecting yourself and your family as a vital part of your financial plan.

To ensure that you have the best financial products and services to meet your needs, Sky Private Wealth offers a complimentary 'financial health check.' This assessment will help you determine the most suitable options for your unique circumstances.

As an authorised representative of Charter Financial Planning Ltd, with Australian Financial Services Licence and Australian Credit Licence No. 234665, Sky Private Wealth Pty Ltd (ACN 619 303 641) operates under the highest standards of professionalism and integrity. We are proud to be a part of Charter Financial Planning, a trusted name in the industry.

Please note that all information and advice provided by Sky Private Wealth is strictly for the private use of the individual it is intended for. Our Authorised Representative will provide you with advisory services in accordance with the disclosures outlined in the Financial Services Guide. Charter Financial Planning is responsible for all conduct and is committed to serving you with excellence.

Stephen Young, our Authorised Representative, trades under the name Sky Private Wealth. With our expertise and dedication, we are here to guide you towards financial success and help you secure a brighter future.