Hi, I’m Jonathan Schafer, I have been a financial adviser for over 15 years and am a Certified Financial Planner (CFP) ®.
I take the time to understand my clients unique circumstances and goals and empower them to make informed decisions by providing a roadmap to assist them navigate the complexities of their finance.
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1 customer review
Jade
Financial Advisors
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.
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What do you love most about your job?
I enjoy interacting with, educating and providing direction to my clients!
What inspired you to start your own business?
Having a young family the flexibility to be my own boss was attractive combined with being able to work with more clients in the local community
Why should our clients choose you?
What sets my service apart from others:
• Bespoke service. I take extra time to get to know my clients and provide a personalised service based on individual needs.
• Experience and Professionalism. I am a CFP® accredited adviser & have over 14 years experience. CFP® certification is the highest level of certification that a financial planner can achieve, and it is internationally recognised. CFP professionals demonstrate their commitment to excellence in financial planning by meeting initial and ongoing competency, ethics and practice standards. My practice, Enlightened Private Wealth also holds the prestigious title of FAAA Professional Practice awarded by the Financial Advice Association of Australia, the peak professional body for financial planners in Australia. FAAA Professional Practice status is awarded to a limited number of financial planning practices that demonstrate the highest level of education, professional and ethical standards.
• Convenience: We offer in office, at home or online appointments and can organise to meet you around your busy schedule.
Can you provide your services online or remotely? If so, please add details.
Yes remote and online appointments are available
What changes have you made to keep your customers safe from Covid-19?
Arrangements can be made as required for example online appointments are available
Financial Planning
Retirement Planning
Wealth Protection
Wealth Creation & Investment
Superannuation
Cashflow & Budgeting
Financial projections & modelling
