WELCOME TO
GJ PRIVATE WEALTH

GJ Private Wealth is a family business that has been providing financial planning and home loan services to Australians for over 40 years. Our expert financial advisors and home loan brokers in the Sutherland Shire and Sydney CBD have assisted savvy individuals and corporates alike with our specialist wealth management solutions.

Our private wealth professionals understand that your financial goals are as individual as you are. With this in mind, our expertise in the areas of financial planning, investments and superannuation, insurance, home loans, mortgages and finance offers you comprehensive financial planning solutions, customised to your specific needs and objectives.

Backed by years of industry expertise and licensed in accordance with ASIC requirements, here at GJ Private Wealth, our focus is on you and securing your financial future.

To find out how we can help you, view our financial planning services here or contact us today.

"I NEED GJ PRIVATE WEALTH TO HELP ME WITH..."

Managing my Finances

Your Financial Plans

Investing for my financial future

Investments

Sorting out my superannuation

Superannuation

Insuring my family and wealth

Insurance

CONTACT GJ
PRIVATE WEALTH

GJ PRIVATE WEALTH
ADVICE PROCESS

WHAT OUR CLIENTS HAVE TO SAY

Ivan Webber
Working with Andrew over many years has been a great experience. His knowledge of financial markets and understanding of our individual needs have provided us with tailored strategic advice that he makes easy to understand. This has allowed us to feel financially confident as we progress through retirement.
Working with Andrew over many years has been a great experience. His knowledge of financial markets and understanding of our individual needs have...
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in the last week
Diane Brooks
Both my husband and I have been assisted by GJ Private Wealth for our financial advice for over 15 years. Andrew Caulfield became our advisor in early 2023 and we have found his advice to be very clear, concise and effective in providing personalised financial planning. Andrew is readily available to discuss and clarify any queries or directions we have and we can highly recommend GJ Wealth and Andrew Caulfield for any financial planning advice.
Both my husband and I have been assisted by GJ Private Wealth for our financial advice for over 15 years. Andrew Caulfield became our advisor in...
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in the last week
David Lawson
Andrew has been my family's financial advisor for almost 20 years. I have had a business and personal relationship with Andrew for the same period of time. Andrew has always been available to discuss any matters in relation to investments held in our SMSF and make the appropriate timely recommendations and has been always taken my thoughts and concerns into consideration. Andrew is extremely professional and has at the same time a very easy manner. I would highly recommend Andrew as a financial adviser who always takes a holistic approach to his clients. David Lawson
Andrew has been my family's financial advisor for almost 20 years. I have had a business and personal relationship with Andrew for the same period of...
Read more
in the last week
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