Sky Private Wealth

Welcome to Sky Private Wealth, located in Eastwood, Australia. Our establishment is a finance institution that aims to be a one-stop shop for all your financial needs. Founded in 2018 by Stephen and Karen Young, we merged our Sky business with the clients of Glenelg Financial Services to better serve our clients and help them achieve their lifestyle goals.

At Sky Private Wealth, our mission 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 to create wealth begins with a well-crafted plan.

Once you have your financial plan in place, our services don't end there. We understand that life can bring unexpected challenges, such as illness, accidents, or even death. That's why we emphasize the importance of protecting yourself and your family as a vital part of your overall financial plan.

To ensure that you have the best financial products and services to meet your specific needs, we offer a complimentary "financial health check." This assessment will help you determine the most suitable options for your situation, providing you with peace of mind and financial security.

Sky Private Wealth Pty Ltd (ACN 619 303 641), trading as Sky Private Wealth, is an authorised representative of Charter Financial Planning Ltd ABN 35 002 976 294, holding both an Australian Financial Services Licence and an Australian Credit Licence No. 234665. All the information and advice we provide is for your private use only, and our Authorised Representative will guide you based on the disclosures in the Financial Services Guide. Charter Financial Planning is accountable to you for all conduct.

We invite you to explore our website and learn more about how Sky Private Wealth can assist you in achieving your financial goals. Stephen Young, as an authorised representative, is dedicated to providing you with exceptional advisory services. Contact us today to schedule your free financial health check and take the first step towards a secure financial future.