About

The Wealth Guy

  • To inform, entertain and inspire financial freedom.
  • My blog’s are factual or general advice, NOT opinions or recommendations
  • You should consider your own financial position and requirements before making a decision, or better yet ask a financial adviser.

My Story

Hi, my name is Joshua Stega, I am a qualified financial planner in Australia and this is my ”all things financial” blog. Think of me like a personal trainer for your wealth.

I am curiously passionate about how things work, as well as the habits and behaviours of building personal wealth. In my day job I run my own wealth management, financial planning and financial advice firm JAS Wealth in Sydney, Australia.

I also run a model portfolio for clients which we call The Performance Portfolio

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My Commitment to You

Everything I talk about on this blog, is factual general advice you should never accept it as a substitute for your own due diligence or seeking personal advice from a qualified professional.

Unfortunately the financial planning and advice industry has promised so much, but delivered so little. I hope this financial blog can go some ways in giving factual ‘how it works’ type explanations to inform, entertain and help you find the resources to make better decisions.

Most of all I am not here to spruik get rich quick schemes. I am here to inform, entertain and most of all help you to engage with your wealth.

The Wealth Guy “We are never taught about our personal finances. It is about time someone started the conversation and did so in a way that was simple, informative and fun.”

I have been featured in the media, and most recently in the AFR here

It’s Not as Complicated as ‘They’ Tell You

For over 10 years I have worked as a financial adviser. In 2013 I even started my own financial planning firm.

Financial planning is the only ‘real job’ I have ever had. On a daily basis I help clients define their financial goals, develop financial plans and more importantly identify the habits and behaviours that will get them there.

  • The bad news is that there are no short cuts or get rich quick schemes in this journey.
  • The good news is that it is really not that hard. Just like working a muscle with repetitive exercise, we can work our money with repetitive good habits and behaviours and in doing so turn that money into wealth.

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My Qualifications
  • Master of Taxation and Financial Planning
  • Bachelor of Laws (Hons)
  • Bachelor of Business (Accountancy)
  • Fellow of the Taxation Institute (FTI)
  • SMSF Specialist AdvisorTM
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • ASX Accredited Derivatives Advisor
  • ASX Accredited Listed Product Adviser (ASIC)
  • Self Managed Superannuation Fund Accredited (Kaplan)

Larry The Lawyer made me say:

When it comes to talking about financial products, there are plenty of rules. I want to make sure I abide by them. Everything outlined on this website and in my blogs is general factual advice, not a recommendation or opinion or the policy of the Australian Financial Services Licensee (AFSL) related to my day job at JAS Wealth.

You should always seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making an investment decision about (including a decision regarding whether to acquire or continue to hold) a financial product.

There is no substitute for doing your own research. Past performance is not a reliable indicator of future performance, and investments can go down as well as up.

Enjoy reading my blogs but please don’t make a financial decision until you have spoken to the personal trainer (financial adviser) who helps you with your wealth.

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The information on this blog and website is of a general nature only. It does not take into account your individual financial situation, objectives or needs. You should consider your own financial position and requirements before making a decision. We recommend you consult a licensed financial adviser in order to assist you with this. This blog provides links to third party sites, aimed at helping you gather the information required to make an informed decision – we may receive payment of a commission or other fee for these referrals.
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