Why choose us

The Goals 360 experience

We’re proud to bring you Goals 360. It’s an interactive digital experience that focuses on your personal goals.

The journey towards reaching your goals starts by exploring your ambitions to gain a clearer perspective on what really matters to you. 

A coach will walk you through the process, helping you visualise and explore your goals from every angle.

You’ll receive a summary of your personal goals and priorities. The next step is to explore your advice options with a qualified financial adviser.

Then, if you decide to proceed, they can work with you to build a plan to help make your goals a reality.

And, if you’d like help staying motivated and accountable, you can choose ongoing services so we can help you track your progress.

What we stand for

When it comes to getting help with achieving your goals, it’s important to know that our values line up with yours. So, here’s a bit more about us.

  • Our passion is to help you reach your goals – by creating realistic and solid plans to sit behind your goals, we aim to help more Australians, like you, live a better tomorrow.
  • Our plans are flexible – we know that life can change from one day to the next, which is why we like to work closely with you. 
  • A plan designed just for you – we will take the time upfront to understand who you are, what you want, and your unique situation before we start looking at how we can help you.
  • A long-term relationship – we offer most value by forming a strong partnership over time, helping you to build your wealth and achieve your goals over each stage in your life.
  • The simpler, the better – we want to help you understand everything we present to you, and that includes being up front about our fees.
  • Maintain our high standards – you can trust that we will act professionally and in your best interests.

Our expertise

Our team has local knowledge and expertise and draws on the strength and specialist support of AMP, so we’re equipped to help you reach your goals.

Find out more about each of us and how we can help you here.

Accreditations

Vintage Wealth is accredited with the highest standards of professionalism and advice.

Community

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

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.

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.

Camp Quality

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”.

Find out how we'll help you reach your goals sooner

What to expect