WELCOME TO JOURNEYNEST
Life can get busy with work, life and family. And financial planning is a step that can feel daunting. We aim to simplify this process for you and tailor solutions toward what you want to achieve.
We believe that everyone deserves to have a better financial future and we are doing our part to improve the financial future of our community. We are client focused and our belief in service to the community was born from our Christian values.
A journey of a thousand miles begins with a single step
Chinese proverb
We look forward to working with you in your journey to financial peace of mind.
Our Expert Team
I have been a client of Billy for a few years now. Billy made sure he understood our needs, our comfort level and provided the right solution based on our family situation. He also contacted us after initial sign up to ensure we are happy. Billy did another review last year and recommended a new solution. I highly recommend Billy!
Nengta S.
Billy has been very helpful, professional and attentive during the whole processes. He has been very patient and detail answering all the questions we asked. He is fast in responding our email. I definitely highly recommended him for any financial planning services.
Olivia L.
I have been a client of Billy for nearly 2 years. I reached out to Billy as he was recommended through a friend of mine and I have not regretted it ever since. My Super has grown to more than what I'd ever expected and during these unsettling times it's always good to know someone is there keeping an eye on your current investments. I can always reach out to Billy with any questions and feel comfortable doing so, as I know he will always get back to me with an answer. He is helpful and a truly genuine nice guy and I believe our future working relationship will carry on for many years.
Sharlene G.
My wife and I have been with Billy for close to 10 years. Billy have helped tremendously with realising my goal to retire with a comfortable nest egg. 4 years retired now and I have no complains regards Billy services and advice. Billy have also gone beyond his prescribed services by helping us with complicated paperwork and tips in securing our future.
Sam P.
My wife and I have been with Billy for close to 109 years. Billy have helped tremendously with realising my goal to retire with a comfortable nest egg. 4 years retired now and I have no complains regards Billy services and advice. Billy have also gone beyond his prescribed services by helping us with complicated paperwork and tips in securing our future.
Sam P.
Billy has been amazing with my financial planning. Helped me get a plan down and also advised on my super. Highly recommend. Always very courteous and professional with prompt responses.
Lance F.
Billy is professional and thorough in his advise based on what our risk profile and financial goals. He’s responsive and helpful everytime i have questions on my investment. Thank you.
Novita P.
We have had Billy looking after our investments for several years and we are very happy with the way he has handled our investments. He explains things in a way that is easy to understand and asks for our opinions also. We recommend Billy to anyone looking for an excellent financial adviser.
JOHN M.
Billy has great listening skills, articulate and genuine care for his clients. He has extensive financial experience coupled with a personable approach that quickly establishes trust to help you achieve your financial goals.In our consultation, he explained complex financial matters in simple terms that really helps us understand the impacts of the decisions we were making. Billy's advice has helped improve our financial position dramatically, to the extent that we have referred family and friends, something we are always reluctant to do.I would highly recommend Billy and JourneyNest for all your financial service needs, he can offer relevant and customised advice to help you make the most informed decisions about your money.
vinh N.
We have recently moved all insurance needs across from a non functioning broker to JOURNEYNEST. To say that this change was a positive change would be an understatement. Billy has assisted us to make some critical changes that will not just benefit us but our children in the future. His dedication to ensure that we have all the relevant information to make these changes has been what we have been missing. We look forward to continuing this journey with JOURNEYNEST for many years to come. Thanks for all the hard work Billy.
Milhem N.
All the latest
Tax tips and tax return checklist 2021/22
To help you complete your tax return, this checklist outlines income and expenses you need to disclose to the Australian Taxation Office (ATO) when lodging your return.
Read More 
Tax – forward planning reaps rewards
A prompt for clients to get their tax planning ready for June 30.
Read More 
You might be surprised at what really drives interest rates
Why do banks decide to increase or decrease interest rates and who influences their decision? This article explains as simply as possible what drives interest rates.
Read More