Sandringham Wealth
About the Business
Welcome to Sandringham Wealth, located at Charlestown, Hopetoun Street, 3 in Australia. As an establishment specializing in finance, we aim to be a point of interest for individuals and families between the ages of 40 and 60 who are looking to secure their financial future.
At Sandringham Wealth, we believe in the power of collaboration. As the African proverb goes, "If you want to go fast, go alone. If you want to go far, go together." Our clients appreciate the personal touch we provide, as we focus on supporting and guiding them through their financial journey. Don't just take our word for it, take a moment to read through the reviews from our satisfied clients.
We understand that life can be unpredictable, and we strive to be flexible to accommodate your needs. Whether you require an evening appointment or an early morning one to fit your busy schedule, we've got you covered. Need a video appointment while you're traveling or a text reminder to keep you on track? Consider it done. We even offer the option of a casual chat over coffee or a share market discussion while fishing – our team loves these opportunities to connect with our clients.
No matter the circumstances or stage of life you're in, rest assured that you are not alone in facing financial challenges. We are here to help you navigate through them. Underneath all the complexities, we understand the frustration and uncertainty that can arise. That's why we strive to simplify the process and provide clarity.
Our team at Sandringham Wealth is dedicated to assisting you with your unique challenges and questions. We help you weigh your financial opportunities and make practical, well-thought-out decisions with your money. Together, we will build a comprehensive financial plan, ensuring all your ducks are in a row. With a solid plan in place, you can focus on the things that truly matter in life.
Take a moment to read through the experiences and feedback from our clients below. We are confident that you will find their stories reassuring. If you would like to speak to one of our clients who is in a similar position to you, simply let us know, and we will connect you.
Visit us at Level 1, Suite 5, 3 Hopetoun Street, Charlestown, NSW, 2290. We look forward to having a chat with you and helping you achieve your financial goals.
Location & Phone number
3 Hopetoun Street, Charlestown, New South Wales 2290, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 2:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I was very impressed with the professionalism and honesty when working with Jono. His support and guidance is second to none. Thanks mate."
"As someone with limited (ie essentially nonexistent) knowledge of the world of finances, I was grateful for Jono's approach which, from the first meeting, showed dedication and professionalism delivered with a friendly and understanding attitude that put me at ease. It was evident that his advice was well thought out and tailored to my needs and circumstances, and was delivered in a way that even i could easily understand in order to make important financial decisions. I would highly recommend Jono's services (and am thankful I followed a similar recommendation to see him)."
"Jonathon is a knowledgeable and caring financial advisor. I have done very well with some of his investment advice and he has assisted me with protecting my family’s wealth along the way also. I definitely recommend at least having a chat to Jono if you are considering growing or protecting your wealth."
"We have known Jono for a number of years, he assisted my husband with advice when he retired 6 years ago, and then again recently with my retirement. His advice was clear and easy to follow, and we were made to feel welcome to ask questions as often as we needed with this life changing move. As a bonus we also saved on tax. Thank you Jono"
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