Discovery Wealth Advisers - Baulkham Hills, New South Wales

Peter S.

My wife and I have used Discovery for over 3 years largely through Louella Jorge. Louella and the company at large have been extremely helpful, knowledgeable, professional and - most significantly - very successful in managing our portfolios of pensions and investments. Our expectations have been greatly exceeded. Highly recommended.

Roy H.

We reached out to the Discovery Wealth team in 2024, having never received financial advice prior. From the very first interaction, we have been so impressed with Louella’s enthusiasm, knowledge and guidance for our financial affairs. She has been so supportive as we navigate everything from life insurance to super consolidation. It feels so reassuring to have a passionate, hard working financial adviser willing to work with us to get our affairs in order.

Kathy S.

Louella was truly amazing, she was so easy to talk to and had a caring nature, she listened and really understood our needs for our retirement. Louella Provided us with personal advice and we now have everything in place for a comfortable retirement. We wish we went to see Louella earlier.

anthea J.

I had obtained prior, (4) other paid financial services which i became very confused and dissatisfied with the costs involved and unclear information provided to me at the given time.

My daughter did some research and found " Discovery Wealth Advisors" based in Baulkham hills.
Their were over hundreds of reviews based on Mrs Louella Jorge which were of a very positive nature,to which i felt a sense of peace and confidence to make an appointment with her.

I have been provided with exceptional client services over the past two years todate.

Louella Jorge presents herself in a professional mannor, yet with a very friendly and warm personality who makes you feel very relaxed and comfortable in her presence.

All communication is relayed in clear and simple terms to the client .
This is the best decision i ever made.
I highly recommend Mrs Louella Jorge of this financial services and assure you will never be disappointed.

Anthea J

Kevin D.

My wife & I would recommend Discovery Wealth Advisors. Louella is extremely knowledgeable and helped us plan for our future retirement.

Palash C.

Louella is a highly professional with a wealth of knowledge regarding wealth management and financial advice. She knows how to cut the coat according to the client’s needs. She is always reachable either via phone, text or email. Recently I saved a yearly $2k premium by choosing one of her products. Her bubbly personality is a bonus on top of her professional service. I could not ask more. She has been our family financial adviser for the last five years.

I would highly recommend Louella Jorge to any of my friends or colleagues without hesitation, who are looking for financial
advice.

malcolm B.

Very friendly service. Their financial expertise and personalized guidance have been invaluable. Louella provides clear, well researched advice that helped me make informed decisions about my superannuation investment profile. Thanks to her assistance, my retirement goals are within reach. I highly recommend Louella and her company.

William R.

Prior to my retirement we met Louella to obtain advice. Ever since then which was more than 6 years ago Louella has been managing our retirement money. She makes it easy for us to understand our financial situation. We would recommend her to those needing help with their finances.