One Wealth Advisory 12 Tryon Road, Lindfield, New South Wales 2070

Welcome to One Wealth Advisory, a leading establishment in Lindfield, Australia. Located at 12 Tryon Road, we are a finance institution that aims to provide exceptional financial services to our clients. As a point of interest in the area, we pride ourselves on our commitment to preserving and growing our clients' wealth.

At One Wealth Advisory, our main focus is you. We believe in building long-term relationships with our clients and helping them achieve their financial and lifestyle goals. Our unique process, called FUSION, allows us to fully understand your current situation and future aspirations before any commitment or fees are incurred. This commitment to transparency forms the basis of all our relationships.

Our philosophy is simple: prioritize people over products. We believe that your goals and objectives should always come first, ahead of any financial product or service we offer. This approach is shared by everyone at One Wealth Advisory, ensuring that our actions are always aligned with your best interests.

With our wide range of financial services, you can trust that nothing will be overlooked. We work closely with other financial professionals who provide additional expertise and performance to help you achieve your goals. By coordinating your entire financial needs, we can achieve significantly more for you.

Our Fusion process has received rave reviews from our clients. They appreciate the fact that we take the time to understand their needs before making any commitments. Our clients find our review meetings motivating and enjoy the insightful conversations they have with our founder, Geoff Aitken. Geoff is an experienced financial professional with over 25 years in the industry. His commitment to ongoing client education and providing a high level of service sets him apart.

It's important to note that the information and advice provided on our website is general advice only. We encourage you to consider your own investment objectives, financial situation, and particular needs before making any investment decisions. It's also essential to review the relevant Product Disclosure Statement before making any decisions related to a financial product.

One Wealth Advisory is a corporate authorized representative of Insight Investment Partners Pty Ltd, with ABN 45 603 411 892 and AFSL 368175. We also provide lending services through our credit representative number 511875, authorized under Australian Credit License 389328. Please note that all accounting services are provided by our panel of external accounting partners and are not provided under any One Wealth Advisory license.

We invite you to explore our website and discover how One Wealth Advisory can help you build a secure financial future. Our team is dedicated to helping you achieve financial flexibility now and financial freedom later. Contact us today to schedule a consultation and start your journey towards financial success.