VGB Wealth is a Financial Planning business originally established in 2000.

Investment & Wealth Creation

Investment and Wealth Creation including Direct Shares, ETFs, SMAs, Managed Funds and Savings Plans

Superannuation & Retirement

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money.

Insurance & Wealth Protection

Insurance and Wealth Protection strategies for both personal and businesses purposes.

Self Managed Super Funds

Whether you’re starting a new self managed super fund, or looking for an easier way to manage your existing one, you want to know your fund’s administration is in the right hands.

Debt Management

Having a debt management plan in place and understanding the different between good and bad debt could help you make better financial decisions.

Estate Planning

You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.

Why Choose Us?

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Our team

Jon has been an Authorised Representative and Financial Planner since 2004. He holds a Diploma of Financial Planning and Advanced Diploma of Financial Services (Financial Planning) and is currently studying to become a Fellow Chartered Financial Practitioner.

The partnership with Michelle stems from their shared values in providing quality financial planning advice and delivering excellent client service.

Michelle has been a Financial Planner since 1992 and is a Certified Financial Planner with a Diploma in Financial Planning.

Michelle first started her career in financial planning with one of Australia’s leading banks, where she achieved the recognition of being the Bank’s top Financial Planner nationally.

Wilson started at VGB at the beginning of May 2013 in a Paraplanning and Senior Client Services role after moving from a small financial planning practice where he commenced his financial services career back in 2009.

Since 2014 Wilson has also worked as a Financial Adviser within the business taking care of all facets of his clients financial affairs.

Nathalie has been with VGB since 2008 and is works in Client Services and Administration.

She is most likely to be the first person you speak to when you contact the office.

Michelle commenced her role with VGB initially in Client Services and Administration in July 2013. In July 2016 she made the partial transition into Paraplanning and has at the same time commenced a Diploma of Financial Planning.

She has completed a Bachelor of Commence degree at Monash majoring in Marketing and Finance.

Jessica, sister to Michelle, has been recruited to the VGB family, commencing her role in Client Services and Administration in late May 2016.

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