Enlightened Private Wealth

About

Hi, I’m Jonathan Schafer, I have been a financial adviser for over 14 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.

I can assist with a range of solutions including:

• Financial modelling and projections
• Retirement planning and income streams
• Superannuation including Self Managed Superannuation
• Wealth creation and Investment
• Wealth Protection & Personal Insurances
• Cashflow and budgeting
• Tax effective structuring of assets and investments
• Social Security and Centrelink


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 and 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.

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