ENJOY YOUR IDEAL RETIREMENT

We provide simple, tailored financial solutions to help people from The Hills experience financial freedom

LIFE IS TOO SHORT TO WORRY ABOUT MONEY

You’ve worked hard your whole life.

You should get to enjoy retirement, not spend your time worrying about tomorrow.

Avoid making mistakes and take control of your future with a tailored financial plan from Discovery Wealth Advisers.

KNOWLEDGE

You’ll receive proper education on the options best suited to you. Education that provides you with confidence to make smart retirement planning and investment decisions.

EXPERIENCE

Our dedicated team have decades of collective experience in financial planning to support couples, families, and retirees achieve the lifestyle they seek.

FREEDOM

Financially transform your life. Join people just like you who now have a clear pathway to financial freedom.

We know how confusing retirement planning, superannuation and investments can be.

That’s why, after working with over 2,000 happy clients just like you, we’ve developed a simple, 3-step plan that ensures:

  • You know the exact steps you’ll need to take
  • You receive a plan that clearly shows your path to financial success
  • All the hard work is done for you, allowing you to focus on doing what you love as you move towards financial freedom

Our Services

Superannuation and Retirement Planning

Superannuation is a tax-effective way to save for your retirement. The earlier you start planning, the more options you will have. Learn how to take control of your super, understand your investment options and reach your retirement goals sooner

Insurance

Your health and earning capacity are the two most important assets you have. Insurance cover will ensure you are protected if the unexpected occurs and you are unable to provide. Find out how you can arrange suitable insurance cover to keep your family, assets and income protected.

Investments

Your need for an investment portfolio constantly change throughout your life as each life stage has different goals and strategies.

We can assist you in not only quantifying these financial goals but putting a plan into place to ensure you achieve financial success.

The Discovery Wealth 3-step plan

1

Book a complimentary Discovery Meeting – a no cost, no obligation process where we look at your current situation and identify the simple steps to get you where you want to be.

2

Establish a plan for financial success – together we will establish your financial plan to achieve your future goals

3

Move towards financial freedom – your financial plan and ongoing reviews will ensure you remain on track and achieve your full financial potential

What our Clients Say

My life changed since I met with Louella Jorge. I absolutely depend on Lou for all my financial guidance. I am glad that I took a chance on Lou as I am now getting the desired results. I greatly appreciate her guidance and care. I now lead a stress-free, enjoyable retirement while Lou works hard for me to give me a lifestyle of my choice.
Thank you, Louella.

Dr JasmineNorth Parramatta

I met Louella more than 15 years ago with my late husband. We sold our business premises and needed advice and help with investing our money. Louella helped set up our investments and has since continued with supporting me with regular advice. I am grateful; to have Louella to guide me for all these years. She has a very pleasant personality and is extremely helpful and cheerful.

ShirleyTelopea

Louella is a kind, helpful, competent person and we seemed to understand each other from the beginning.
I had dabbled in investment properties, shares and term deposits and after consulting with Louella, she was able to sort out more manageable investments. As I am a Conservative investor, I have confidence and trust in her ability. She continues to organise my finances very well. I would recommend her services to others.
She has a friendly, happy disposition and puts one at ease at each consultation.

JeanetteBaulkham Hills

As a single woman working in finance I was aware of the importance of financial security, with Louella’s advice providing me the added confidence to make the important decisions needed to secure my future. I have the highest regard for the advice Louella provides and believe it will be the most important financial investment you can undertake for yourself and your family.

Anne MarieNorthmead

In 2011, we were introduced to Louella Jorge with a view to discuss our current financial position at that time. During our discussions we became all too aware of the benefits of a partnership with a specialist Wealth Advisor, the calibre of Louella. Louella projected a proactive, professional, approachable, knowledgeable and confident demeanour. From that very first meeting we felt extremely comfortable. This highly professional relationship we have, with a very personal component, has been a 'game changer', allowing us to transition through the coming years with confidence.

Julie and PeterVacy (Upper Hunter Valley)

With Louella's guidance and financial acumen ,coupled with her professionalism and endless energy we started reaping the rewards from our lifetime of work. It is without any hesitation that we would recommend and endorse Louella to anyone requiring financial advice as you will be in very capable hands especially in these uncertain financial times.

Valentino and RobynBaulkham Hills

We were introduced to Louella by our bank manager to help us with insurance. Until that time we had never given much thought to it as we thought were covered through super. It wasn’t until Lou sat with us and mapped out our insurance needs that we saw the short comings of our cover. Lou set up a policy for us that we have now held for years. Not only that but she consistently checks in every year to make sure that nothing has changed in our lives so our insurance levels are still suitable. I would recommend Louella to anyone looking for a diligent and knowledgeable adviser to assist them.

Jan Michael and KathyCastle Hill

STOP WORRYING ABOUT WHETHER YOU’LL HAVE ENOUGH FOR YOUR IDEAL RETIREMENT

You’re at the point of decision. You can either continue down the path you have already been traveling. But If you want to change the direction of your finances, you’re going to have to do something different.  Follow our simple, 3-step plan and get started on your journey to financial freedom.

LOUELLA JORGE

LOUELLA JORGE,
THE HILLS TRUSTED NAME IN FINANCIAL ADVICE

For over 18 years I’ve been helping people like you make informed, smart decisions about their retirement planning. Running my own practice allows me to provide tailored solutions and simple plans for financial success.
Bad advice from inexperienced advisers can result in a life of compromise and uncertainty. As a Certified Financial Planner with a bachelor in Economics, I thrive on utilising my vast experience to help clients to avoid poor investment decisions that could cost their ideal retirement.

Life really is too short to worry about money. Follow our simple, 3-step plan and experience financial freedom.

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