Wealth Esteem believes everyone is capable of financial success.
Wealth Esteem is a personal wealth advisory with a passion and purpose, helping you feel good about your finances and unlocking your wealth potential.
We believe success starts with your wealth mindset and beliefs.
That's why we combine financial coaching and strategic advice because we know this approach gets the best results for our wealth achievers.
About Wealth Esteem...
Wealth Esteem is a personal wealth advisory with a passion and purpose, helping you feel good about your finances and UNLOCKING YOUR WEALTH POTENTIAL.
We believe everyone can achieve financial success, and it all starts with your WEALTH MINDSET and BELIEFS.
That's why we combine FINANCIAL COACHING with STRATEGIC ADVICE because we know this approach gets the best results for our wealth achievers.
The GPS Wealth Approach…
Goals - Clearly defined financial goals give you something tangible to work toward, whether it’s financial freedom, retirement, or securing your family’s future. They serve as your destination and keep you motivated. If you believe in the possibility of success, you'll take focused, confident steps!
Plan & Purpose - A plan turns your goals into clear steps. It shows the actions needed to reach your financial objectives. Knowing your deeper reason for wanting wealth—like freedom, family security, or personal fulfilment —keeps you motivated and focused, even when challenges arise.
Strategy - defines how you'll achieve your goals, taking into account your resources, risks, and time frame. It allows you make smart financial decisions and manage challenges that arise, ensuring long-term success.
About Wealth Esteem...
Wealth Esteem is a personal wealth advisory with a passion and purpose, helping you feel good about your finances and UNLOCKING YOUR WEALTH POTENTIAL.
We believe everyone can achieve financial success, and it all starts with your MONEY MINDSET and BELIEFS.
That's why we combine FINANCIAL COACHING with STRATEGIC ADVICE —because we know this approach gets the best results for our wealth achievers
Wealth Esteem will help you gain clarity on your vision and goals, understand your purpose, and learn how to create a personalised plan while discovering the secrets of the wealthy. (wealth success formula)
We’ll teach you how to optimize the 6 KEY WEALTH STRATEGIES and with your GPS set and targets locked in, you’ll be on the right path toward your goals and feeling WEALTH CONFIDENCE.
With 15 years of experience working alongside other finance professionals, we’ve built a TRUSTED NETWORK available to you for expert advice as we know the importance of having a team aligned and working with you to get things done!
The Wealth Mindset…
Wealth Success Cycle can be summarized as a loop driven by beliefs, actions, and experiences:
Beliefs - Your beliefs about money and wealth shape your mindset and influence your goals. Positive beliefs lead to proactive thinking and optimism, while limiting beliefs can hold you back
Action - Your beliefs then drive your actions. If you believe in the possibility of success, you'll take focused, confident steps—like saving, investing, or seeking financial growth opportunities.
Experience - The actions you take create real-world experiences and results. Positive experiences reinforce your beliefs, encouraging further action. Negative experiences, if interpreted constructively, can help reshape your beliefs for improvement.
About Justin…
I have always been drawn to finance, from an early age I understood that it could unlock big dreams.
I grew up in a loving, humble family in rural New Zealand. Being Kiwi, rugby was a huge part of my life growing up. As a player I learnt the power of having a great coach, who helped guide me on and off the field, inspiring me to want to do the same for others.
After graduating from Auckland University, I moved to Australia and began my career in financial planning more than 15 years ago.
Outside of my professional life, I love my family time, staying fit and continuously learning. You’ll catch me on the weekend binging on self development podcasts or following the latest TikTok’s on health and fitness hacks.
Wealth Esteem combines my two passions, strategic planning and coaching with the goal of inspiring and guiding every client toward their financial dreams and future.
Having my own family has given me additional perspective and drive to set up the life we want, on our terms, and ideally beachside!
Education:
Bachelor of Science
Advanced Diploma of Financial Planning