This website use cookies to ensure you get the best experience on our website
Financial Planning & Wealth Advice for Individuals and Families
Even if retirement may seem a lifetime away, the sooner you start planning, the more likelihood you’ll have to achieve financial independence and peace of mind - it’s all about choices.
At Cashflow Financial Wealth, we provide trusted, strategic financial planning services for individuals, families and business owners across Sydney, the Sutherland Shire and Wollongong.
With local offices in all three locations, our experienced financial planning team help you make confident decisions around wealth creation, investment strategy, retirement planning and long-term financial security. Whether you are planning for the future, protecting what you’ve built, or preparing for retirement, we offer clear, personalised advice tailored to your goals and stage of life.
Local Financial Planners You Can Rely On
As a locally established financial planning firm, we understand the financial challenges and opportunities facing clients in Sydney, Sutherland and the Illawarra region We work closely with you to provide:
- Practical advice you can understand
- Strategies aligned to your lifestyle and future plans
- Ongoing support as your circumstances evolve
Our approach is built on long-term relationships, transparency and results.
Our Financial Planning Services
Our comprehensive financial planning and wealth management services include:
- Retirement planning & superannuation strategies
- Investment planning and portfolio advice
- Wealth accumulation and long-term financial growth
- Risk management and personal insurance advice
- Cashflow management and budgeting support
- Tax-effective financial planning strategies
Every recommendation is designed to support your broader financial picture and future objectives.
Financial Planning for Every Stage of Life
Your financial plan is never one-size-fits-all, it evolves as your life does.
We support clients at all stages, including:
- Professionals building wealth
- Families planning for education and lifestyle goals
- Business owners aligning personal wealth with business success
- Pre-retirees and retirees seeking certainty and income security
Our goal is simple: to help you feel confident about your financial future.
We take a structured, collaborative approach to financial planning. We take the time to:
- Understand your goals, values and priorities
- Assess your current financial position
- Develop a tailored financial roadmap
- Implement clear, practical strategies
- Review and adjust your plan as life changes
This ensures your financial plan stays relevant, flexible and effective over time.
Speak with our Trusted Financial Wealth Team Today.
James Meehan
Wealth Advisor
James is an experienced financial services professional with a strong background working for leading multinational firms including J.P. Morgan, Macquarie, BT, and Ord Minnett, before transitioning into financial advice in 2018.
James takes great pride in helping clients build wealth, protect their lifestyle, and move from retirement uncertainty to clarity and confidence. James’ approach is grounded in understanding each client’s goals and creating strategies that support long-term financial security and peace of mind.
AFSL # 551560 Authorised Rep # 1270432 CAR # 001315689
Maria Gracia Cevallos
Financial Planning Support
Maria holds an MBA and brings experience in business management and client services. She plays a key role in preparing documentation, coordinating client information and assisting with the implementation of tailored financial strategies for Cashflow Financial Wealth Clients. Her attention to detail makes her a valued member of the Cashflow Financial Wealth team. Maria is committed to delivering excellent service and creating a positive experience for clients throughout their financial journey.
Lily Oakes
Financial Planning Support
Lily provides dedicated administrative and client support to our financial planning team, ensuring every part of the client journey is organised, efficient, and stress-free. She is passionate about creating smooth behind-the-scenes processes that allow clients to receive the best possible advice and experience. Lily’s supportive nature makes her an essential part of the Cashflow Financial Wealth team.
Get in Touch With James and the Team Today
Each Wealth Strategy will look different based on life stage, individual needs, preferences and lifestyle. We know that the first step to achieving financial success is understanding your needs so we take the time to get to know your financial situation and help establish your goals.
Offices
Sutherland: Level 3, 3-5 Stapleton Avenue, Sutherland NSW 2232
Sydney : Suite 1007, 109 Pitt St Sydney NSW 2000
Thank you for getting in touch!
We will be in contact with you shortly.
