Our financial planning expertise
Our family looking after your family
We take a family meeting approach to both our initial and review conversations. These family meetings seek to ensure that everything is on the table, that we understand not only the financial outcomes you are seeking but also the emotions you are feeling and the social impacts that you are facing.
Challenging the status quo
When having our family meetings, we seek to question the reason behind the various decisions you have made and positions you have taken. This is not intended to question the validity of your goals rather this is to be able to obtain the raw objective and desire and allow you the opportunity to make informed decisions.
Giving you the answers and solutions your need rather than just what you want.
Honesty is the key in every relationship and none more than within a family. At Vintage Wealth, we are honest in our feedback to you. Where your objectives can easily be met we explain this, where your goals may not be realistic we explain why. We also provide you with practical strategies to allow you the best opportunity to achieve your objectives without compromising your lifestyle.
Meet our team
At Vintage Wealth, family is everything. We like to take the approach of our family looking after your family. Whether you are a young professional, new parent, loving life as a retiree, or you are a small business owner at Vintage Wealth we want to help you to achieve the goals which are important to you!
As with any family, people have different roles but everyone plays a part in achieving these goals. Our family consists of Advisers, Coaches and Relationship Managers who you will have the opportunity to meet and interact with. The other vital part of your family is you! Remember, quality advice is always a two way street.
Our leadership team
Our advice team
Our support team
Vintage Wealth in Hornsby is accredited with the highest standards of professionalism and advice. Click on the logos below for more information.
One of our goals is to give back to the community where we can. Some of the communities we provide support to includes:
- Cancer Council
- NSW Rural Fire Service
- Camp Quality
Cancer Council Pro Bono
A number of our advisers and support team have been involved in assisting families through the AMP/Cancer Council Pro Bono program. We volunteer our time and expertise in assisting these families navigate the financial challenges they are facing so that can spend more time focused on the emotional aspects.
James Jarvis is a volunteer with Camp Quality which assists children and their families living with cancer. James sees this as a great opportunity to meet a these inspirational kids and hopes that he is able to assist with the Camp Quality motto of “laughter is the best medicine”.
NSW Rural Fire Service
- Stephen O’Donoghue has over 25 years’ experience with the NSW Rural Fire Service. Stephen is currently the Senior Deputy Captain of his local brigade. During his time he has been involved in a number major fires that have impacted Sydney as well as fires across the state.
- Justin O’Donoghue was also involved in the New South Wales Rural Fire Service for over 6 years. Justin assisted during a number of major fires and emergencies including as part of a New South Wales Rural Fire Service contingent to assist in the aftermath of the Victorian fires.