Discovery Wealth Advisers was established to provide clients with a tailored, independent and simple a lternative for financial planning.
Principal, Louella Jorge, has had over 20 years’ experience in financial services and has built strong long-term relationships with clients throughout Sydney, mostly in the Hills and the surrounding areas. She believes that if have worked hard your whole life. You should get to enjoy retirement, and not spend your time worrying about it.
“Your retirement years should be the most relaxing and enjoyable time of your life. Unfortunately, we were finding pre-retirees who, due to poor planning or poor advice, were very unsure in their financial future,” she said. “We work with our clients to establish a plan for the retirement they deserve. No matter your life stage, we can assist. Whether it be saving for education, financially protecting yourself and your loved ones or the ultimate goal: a stress-free retirement. We also help those already in retirement to navigate through the constant changes in legislation, the economy and financial markets, making sure your financial plan still meets your needs.”
Clients Peter and Julie said: “In 2011, we were introduced to Louella Jorge with a view to discuss our current financial position at that time. From that very first meeting we felt extremely comfortable. This highlyprofessional relationship we have, with a very personal component, has been a game changer, allowing us to transition through the coming years with confidence.”
Discovery Wealth can offer financial advice in a variety of areas:
• Personal investment
• Retirement planning and Centrelink
• Retail superannuation and Self-Managed Superannuation
• Personal insurance