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Jonathan Schafer, CFP®, FAAA Professional Practice Adviser & Australian Financial Review-Quoted Expert. I help Australians plan, protect, and maximise their retirement with clear, personalised financial advice. As a Certified Financial Planner (CFP®) with over 15 years’ experience, and with a practice recognised as a FAAA Professional Practice, I provide expert guidance you can trust. I’ve been quoted in the Australian Financial Review as a subject matter expert on superannuation, retirement, and investments. How I help clients: • Create personalised retirement plans and income strategies • Optimise superannuation and investment portfolios for retirement • Develop strategies for wealth creation, protection, and tax efficiency • Provide guidance on cashflow, insurance, Social Security, and Centrelink • Flexible appointments—online, in-office, or at home I work with you to build clarity, confidence, and a roadmap for the retirement you want.
I enjoy interacting with, educating and providing direction to my clients!
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
What sets my service apart:
Personalised, bespoke advice: I take the time to understand your unique goals and provide solutions tailored to your needs.
Proven expertise: I am a CFP® accredited adviser with over 15 years’ experience, and my practice, Enlightened Private Wealth, is recognised as a FAAA Professional Practice—one of a select few in Australia meeting the highest professional and ethical standards. I have also been quoted in the Australian Financial Review as a subject matter expert on superannuation, investments, and retirement.
Convenience and flexibility: I offer online, in-office, or at-home appointments to fit your schedule.
Yes remote and online appointments are available
