Helping individuals, families and business owners achieve their lifestyle goals


With extensive experience working with a broad range of clients we are well equipped to support whatever your life stage. We are licensed under RI Advice Group, one of Australia's largest and longest-established financial advisory groups.

We offer a tailored and professional advice service to optimise your finances and provide you with financial peace of mind.

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Enlightened Private Wealth has a three step process

1 - Understand

We let you do the talking. We take time to understand your story and what’s important to you now and in the future.

2 - Educate

We educate you on all things financial, placing an emphasis on what’s important to you.

3 - Plan and Partnership

We collaborate with you to develop a financial plan based on what’s important to you. We review your plan regularly to ensure you remain on track as life changes.

Key People


Contact Jonathan

Mobile: 0466 353 961


Jonathan Schafer

Director & Certified Financial Planner

CFP®, B Comm/Econ, ADFP, SMSF

Jonathan Schafer established Enlightened Private Wealth with the vision of empowering Australians to secure brighter financial futures.

Jonathan has over 14 years experience advising clients and holds the internationally recognised Certified Financial Planner (CFP) Designation. He has worked with a diverse range of clients including young and established families, retirees, small business owners and medical professionals.

Jonathan is a Certified Financial Planner (CFP) and holds a Bachelor of Commence, Bachelor of Economics, Advanced Diploma of Financial Planning, Listed Security and Self Managed Super Fund Qualifications.

Outside of work Jonathan enjoys keeping active, spending time with his young family and coaching his son's junior soccer team.


"I have known Jonathan Schafer for over four years and as a self funded retiree he has been my financial advisor. I have found him to be very informative and helpful in developing a strategy to achieve my financial and lifestyle goals during this retirement period. He is very approachable and any questions or queries I may have he is always there to offer his recommendations as he is very knowledgeable in all things financial. I have always appreciated his help and I would certainly recommend him to those seeking financial help and advice from someone you can have confidence in."

"After purchasing my new home, Jonathan assisted me to put in place income protection, trauma and other insurances. Unfortunately within a year of moving into my new home I was diagnosed with cancer, however thankfully the insurance provided me with a lump sum payment to meet my costs as well as provide a financial buffer which has meant I haven’t had to stress about my finances at this challenging time. I would recommended Jonathan to anyone seeking insurance or financial advice."

"Things changed for me four years ago & I needed to find a financial adviser. A Friend recommended a young man, Jonathan Schafer & I am really glad she did. I made an appointment to see him & I was very impressed. He is very patient and explains everything well. I know my finances are in good hands with Jonathan"


Jill - Central Coast


Joan - Western Sydney

Working Mother

Denise – Central Coast


Get in Touch


Please complete your contact information below and your message will be delivered to Enlightened Private Wealth

2 Portside Crescent
Maryville NSW 2293

Level 3, Suite 2, 828 Pacific Highway
Gordon NSW 2072

0466 353 961
Mon to Fri 9am to 5pm