GJ Private Wealth (Sutherland Shire) - Sutherland, New South Wales

Katrina T.

Sim from GJ Private Wealth has been the most professional and knowledgeable advisor we've worked with. She has a deep understanding of financial planning and has guided us through both our short- and long-term goals. She's an absolute pleasure to work with—genuine, approachable, and always made me feel like I was speaking with a trusted friend.

Ernst R.

Bruce and Mathew provide me with advice on my superannuation portfolio for a number of years. I trust the advice provided on regular basis and for them lucking after the investment to achieve goals beneficial for my retirement.
I am happy to recommend G J Private Wealth and enjoy the good relationship

Ken S.

I have been a client of GJ Private Wealth for approximately 18 years and have personally known Bruce and Mathew for over 25 years. I consider both Bruce and Mathew to be friends as well as my trusted financial advisors. All of my investment needs are managed by these two great individuals who both fully understand my short and long term needs and goals but also the best way to navigate the complex financial landscape we operate within to ensure my needs and goals are achieved. I have no hesitation in recommending GJ Private Wealth to anyone who needs someone they can trust to look after their future prosperity.

Cheryl M.

Hi I would like to say that I have a AWESOME financial Advisor the best one in years treats me with respect she has a happy personality and is very helpful. GJ Private Wealth (Sutherland Shire)
while I was living in Sydney I joined this company, I have since moved up north they visit my home and give me good advice on what to do with my investments. I Highly Recommend them you cant go wrong with the Excellent Service.
Cheryl Mason

Kerry P.

Andrew Caulfield and I have worked together on my finances for well over 12 years, through my last working years and into retirement. He has a deep knowledge of the superannuation and retirement sectors and always maintains a current understanding of my financial situation, where I want to go into the future and what I want in terms of my family and my lifestyle. I recommend Andrew and his support staff and analysts to all who wish to feel comfortable and supported with their financial future.

Grace C.

A very good and honest company which deals with customers' portfolio in a professional and caring way helping them to achieve a good return. Very careful analysis and worth trusting Matthew and Bruce Gale as managers.

Teresa C.

GJ Private Wealth has been a positive supportive tool for my financial planning and success over the last decade. I have utilised their expertise for my super, financial planning, mortgage broker and general go to for advice!! The team have always been supportive, great communicators and happy to engage in good banter, to see justification from both sides. For me they have been a one-stop-shop across all areas of financial security and guidance. As that single parent over the years, who continued to work and push hard, I never imagined the annual conversations would actually leave me today in a good space. I highly recommend GJ Private Wealth as an investment!

peter T.

I’ve been fortunate throughout most of my business career to have invested funds through GJ Wealth who have offered sage advice to the various stages of accumulation.

We have created a mutually and relatively, conservative portfolio combined with a model formulated for accelerated growth opportunities. Always mindful towards market vigilance to the selected portfolio’s critical activities and to potential upsides on new /change assets

This has allowed us to create a very long standing relationship built on trust, access and mutual respect to enable a positive and safe consistency to confidence to ensure our future prosperity with great communication being a key aspect of our collaboration