Orange Wealth | Take control
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We’re a little different. With us, you’ll get…

Unbiased, ethical advice

Unbiased, ethical advice

You get the same advice we’d give ourselves and our mum. In other words, minus the BS. And it’s always tailored specific to your circumstances. Plus, if you don’t think we’re right for you, we won’t charge you anything. It’s that simple.

Greater transparency

Greater transparency

You won’t find any hidden surprises along the way. We’ll be upfront about everything from the get-go. We’re independent, meaning we’re free from having to push particular products. And everyone pays the same fixed-price fee, regardless of your circumstances.

A different way of working

A different way of working

We’re not your typical financial advisors – we do all the work for you. Crazy, we know. We’re also about making everything as easy as possible for you along the way. Oh, and you’ll never hear us utter any complex financial jargon and mumbo-jumbo. We like to keep things simple.

The way we work…

Meet + chat

Meet + chat

Advise + action

Advise + action

Manage + track

Manage + track

Here are a few ways we help people take control of their wealth…

Get your financial house in order

As with anything in life, everything starts with a plan. First, we need to get the foundation right and plug any leaky holes in your expenses. We need to get you in the driver’s seat and in control. Like finding out where all your hard-earned money is actually going. Then, we work out a game plan to get you in a position where you can afford to buy that new car or shoot off for that holiday with the fam.

Tackle those impending family challenges

Ah, yes. Starting a family. It’s a bridge we all reach at some point in our lives. From a financial perspective, the thought of losing an income and covering those extra expenses can be a tad daunting. Well, we’ve been there – Michael has a young family and Jason’s on the way. We know the challenges. We preach what we practice, you could say.

Buy that dream home

There’s good reason why they say buying a home’s one of life’s biggest decisions. Particularly when it comes to finding a place to raise your family. It’s not just about grabbing the best home-loan deal. It’s all about finding the right debt strategy. Get the purchase structure right, and you’ll find you can actually buy more for your money – nicer suburb, more space, you get the picture.

Get the jump on retirement

Planning for retirement’s a long game. To ensure you can do everything you want when you call time on your career, it’s a case of getting in early, even if you feel like you’ve left it a bit late. For us, it’s a case of working out the amount of retirement income you’ll need to support those endless trips to the golf course and family dinner parties and, from there, working backwards to find the right strategy.

Free up money to treat yourself

Because you need to every once in a while. And it mightn’t be keeping up with the Joneses and buying that über-sporty, new Mercedes. It might simply be freeing yourself up to spend more time with the kids, like starting your own business so you can claw back a bit of work-life balance. Once you’ve taken control of your finances, it really is about making your money work for you and having the enough in the kitty to do what you want.

Give the kids a proper head start

It can be hard not to worry about not having enough to send your kids to the right school. Education can be expensive – let’s face it. Here, having a rock-solid strategy around squirrelling away enough money to send them to the school you want is everything. Same goes for looking further ahead and, without wanting to wish the years away, ensuring you’ve got those law and medicine degrees covered when the time comes.

Shore everything up

You never know what’s around the corner. That we know. It’s all about planning for rainy days. Touch wood. Better to have a safety net and not need it, than the other way around. While there are endless policies out there, it’s all about tailoring the right one specific to your unique circumstances. That way, you’re not paying for cover you don’t need. With the benefit of experience, it’s all about knowing what to look for in a product.

Get that mortgage right down

The last thing you want is to feel like your mortgage is holding you back, stopping you from focusing on those more important things in life. Structuring your finances and debt are a great place to start, particularly if you’re constantly just making the minimum payments. Here, our focus is on saving you money on your repayments and, ultimately, helping you pay down your mortgage faster, so you can own your home outright sooner rather than later.

Keep everything ticking along just nicely

Once you’ve well and truly laid the foundation, so to speak, it’s all about growing what you have. In other words, keeping it all ticking along. Again, it’s about making best with the money you have. You don’t have to be an expert when it comes to investment, either. It’s a case of simply finding the right investment strategy that’s going to suit your particular circumstances and, importantly, what you truly want in life.

What our clients love about us

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What gets us out of bed in the morning…

We provide family centred advice to help our clients take control of their wealth. And, ultimately, help them build financial certainty and a rock-solid foundation for their families.

We’re also in it for the long haul. We genuinely want to become an extension of our clients’ and their families’ lives and empower them through the knowledge we share along the way.

We know families. We are one.

 We’re a family owned business and, yes, you guessed it… we’re brothers.

Jason and I want to make a difference in each and every one of our client’s lives. Something that extends far beyond simply offering financial advice. I’m also about preaching what you practice. I saw a financial adviser back in 2010 with two big goals: own a family home in a leafy, child-friendly suburb where my kids could grow up and to swap my career for a job where I could make a difference. Well, here I am. After 16 years in the corporate world, working with the likes of IBM, ANZ, Telstra, Deloitte and Accenture, I’m bearing the fruits of the decisions I made back then.

Michael Chew

 Hello there. I’m Jason.
I’m a qualified financial planner and mortgage broker, and have been coaching, educating, planning and implementing financial strategies for clients since 2009. Having quite broad experience allows me to quickly understand where you’re at and, more importantly, which strategy to implement to get you where you want to be in the future. For me, it’s all about getting you on the right path – and keeping you on track.

Jason Chew

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