THE WEALTH SPIRIT WAY

Most individuals do not have the right financial advice based on their current life stage. We offer tailored financial advice services to help our clients achieve their life goals.
Book a complimentary15 mins phone consultation.

At Wealth Spirit, we offer professional financial advice services with a personable approach. If you engage with us, you will find that your adviser truly does care. In some ways, your adviser assumes the role of your financial coach. The adviser will regularly check up with you to ensure that the plan remains on track to achieve your set goals.


Considering Financial Advice?



So you’re thinking about getting financial advice for a particular goal?
Or curious about what financial advice is and how it can get you into a better financial position?

Well you have come to the right place.
Each individual, couple or family needs are different. However depending on your current stage in your life, there are likely to different financial aspects that would be applicable.

20-
30s

Saving for first home and/or planning to get married or start a family

30-
40s

Focused on building wealth,
paying down debt and meeting the needs of a growing family

50-
60s

Looking at being debt-free, strengthen your investment portfolio and even starting the pre-retirement discussion

60
+

Easing into retirement, enjoying luxury travel adventures and not worrying about money.

The world is constantly changing,
financial advice changes too.

It is important to get the right advice for your situation with your goals in mind. 
LET'S BEGIN
IT'S NOT ALWAYS

ABOUT US

Wealth Spirit was established following numerous requests from loyal professional clients for Johnny to be his own boss. The consistent feedback was that Johnny truly cares for his clients. Johnny’s vision is that no matter what stage of life you are at, there are things you can do to put yourself in a better financial position.

The true meaning of “Wealth Spirit” is hard to define. However, in Johnny’s eyes Financial Planning is not simply assisting with clients to invest money or protecting their finances with insurance. It can be (and is) so much more than that. “Wealth Spirit” as defined by Johnny is the bond between Finance and the Soul. Therefore, when you become a client of Wealth Spirit, you not only get incredible advice and service but you become a friend. Johnny will often say that he prefers to have a personable relationship with his clients rather than a strictly business relationship.

REVIEWS & TESTIMONIALS

Some success stories of our clients reaching their dreams and goals.

      

After sale service is second to none

"Johnny, you have made getting insurance so much easier. Initially, because of my past health history, I was thinking it was going to be a painful process. Out of my expectation, it was done and dusted within a couple of weeks. Your after sale service is second to none. You treat us like part of your family that you do care everything we need. Whenever we need help, you reply and respond very promptly. Thanks again Johnny. Keep up with the good work! "

LH from Oatley
Age 46 - 55

      

Wealth of Knowledge

"I am very grateful for having Johnny as my financial advisor. His wealth of knowledge, passion and enthusiasm to always seek the best outcome for his clients are second to none so I would highly recommend his service to everyone. "

Zeason from Carlingford
Age 35 - 45

      

Excellent knowledge in financial planning

"Johnny has excellent knowledge in financial planning. He gave me a lot of good advice in my planning towards retirement, and the plan is on track to my expectation."

Joe from Woodcroft
Age 55 - 65

      

Respectful and patient

"Johnny has always been respectful and patient when dealing with my questions. I feel confident in his judgement when he makes recommendations related to my personal circumstances. I highly recommend his services."

Paul from Merrylands
Age 35-45

      

Goes above and beyond

"Johnny is not defined merely by his profession but more so his personality. He always goes above and beyond to ensure I am comfortable with the processes, procedures and outcomes. He could not be more highly recommended. He has fostered a lifelong association which provides me reassurance not only in the policy, but also in the individual presenting them"

Annie from Rhodes
Age under 35

      

Very knowledgeable and punctual

"Johnny had been very helpful and patient in helping me to find best suited life insurance for me. He is thorough and went extra miles to help me setup the insurance and the vitality program. He is very knowledgeable and punctual to every single appointment. I would highly recommend his service and contact him again for future financial advisory needs"

Holly from Ermington
Age 35-45

      

Hard work and persistence

"Johnny helped my wife and I put in place a comprehensive insurance package after we bought our first house. We knew nothing about insurance when we started. Johnny provided very comprehensive advice and was able to explain things well. He was very patient in answering the many questions we had for him throughout the process. We were most impressed by Johnny's hard work and persistence to get us the best coverage possible. We had a few health issues which meant that we had to speak to a number of insurers to get the best cover - this wasn't easy - but Johnny persisted and ended up getting us a great outcome which we are very happy with"

Chris from Lewisham
Age under 35

      

Value adding advice

"Johnny provides well constructed and value adding advice. He ensures that I am adequately covered in relation to my insurance needs. He is proactive and his service is top notch!"

David from Maroubra
Age under 35

      

Easy to Follow Advice

"Was quite skeptical of so called 'financial advisers' before I met Johnny. Johnny has always been a financial coach of sorts, who has helped me to be more aware of insurances, super and my investments. He has always provided sound, research backed and easy to follow advice that surprisingly helped me save money rather than costing me more. I feel more confident and organised with Johnny's financial guidance. "

Chris from North Rocks
Age 35 - 45

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CONTACT

Johnny Ly
Director and Financial Adviser

 PO Box 5007
North Rocks  NSW  2151

© Copyright 2019-2021 JC Ly Pty Limited ACN 626 153 688

Johnny Ly and JC Ly Pty Ltd t/as Wealth Spirit are Authorised Representatives of Synchron AFS Licence No 243313.
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate for your needs, and where appropriate, seek professional advice from a financial adviser.

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