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JOSH BAKER

Hi, I'm Josh!

 

I believe in a positive advice experience, where you as the client are just as enthused about your finances as you are about the latest footy match, travel adventure or stage production you have seen.

My goal is that you leave with the knowledge and confidence about where your finances are heading in the near and distant future.

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MY STORY

My passion and enthusiasm for financial advice was born out of my external industry experience when I was working in the military and prior to that, in a trade. Building and preserving wealth outside of my regular income streams soon became a passion and I found myself having endless conversations with friends, peers and mentors about it. All of this directed me into a career in financial advice and wealth planning. 

 

I believe in a positive advice experience, where you as the client are just as excited about your finances as you are to have a chat about the latest footy match, travel adventures or stage production you have seen.

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I hold a Bachelor of Business majoring in Financial Planning.

Contact

I am passionate about helping my clients in their personal endeavors and to plan for their financial future.

Schedule a meeting with me.

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© 2021 BY WEALTHY & WISE LIFESTYLE PLANNING PTY LTD

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ABN 58 113 067 968

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Level 35, One International Towers

100 Barangaroo Ave | Sydney NSW 2000

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1300 226 271

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Wealthy & Wise Lifestyle Planning is licensed through Lifestyle Asset Management Pty Ltd (AFSL 288421)

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PRIVACY POLICY

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Wealthy & Wise Lifestyle Planning PTY LTD, ABN 74 622 374 501, trading as Wealthy & Wise, AR number 1259510, is an Authorised Representative of Lifestyle Asset Management Pty Ltd (Australian Financial Services Licence No. 288421).

HQ Sydney

Level 35, One International Towers

100 Barangaroo Ave | Sydney NSW 2000

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Gold Coast Office

21 Crombie Avenue, | Bundall,

Gold Coast | QLD | 4217

1300 226 271

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