About Us

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.

Enlightened Private Wealth holds the prestigious title of FAAA Professional Practice awarded by the Financial Advice Association of Australia, the peak professional body for financial planners in Australia.

FAAA Professional Practice status is awarded to a limited number of financial planning practices that demonstrate the highest level of education, professional and ethical standards.

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.

Contact Jonathan

Mobile: 0466 353 961

Email: jon@enlightenedprivatewealth.com.au

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 15 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 Commerce, 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.

In The Community

At Enlightened Private Wealth, we are committed to giving back to the community that supports us. We proudly offer pro bono financial planning services through both the Cancer Council and the Pro Bono Financial Advice Network (PFAN).

Cancer
Council

We support the Cancer Council via their referral program by providing pro bono financial planning advice to eligible cancer patients and their families, helping them manage the financial challenges that come with a diagnosis.

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Pro Bono Financial
Advice Network (PFAN)

Through the PFAN, we offer our expertise to those with multiple sclerosis and other serious illnesses and disabilities who cannot afford or access financial advice, ensuring they receive the financial guidance necessary for stability and peace of mind.

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Our pro bono work reflects our dedication to making a positive impact in our community and beyond.

"I’m so happy with the financial services I received from Jonathan. From the moment Jonathan contacted me in regards to my situation he had answers to all my questions. Jonathan has great communication and is very responsive.

All my questions were answered and I felt confident in being able to make the correct decisions for my financial situation due to the expert knowledge Jonathan provided me. Jonathan also navigated a complexed system for me taking the stress out of my situation and ensuring my goal of investing my money.

I’m very happy I chose Jonathan at enlightened Private Wealth to help with my situation."

"Jonathan has been our financial adviser for a number of years now. He is very knowledgeable and of great assistance to us, most recently with our transition into retirement and all of the government requirements/paperwork needed.

We highly recommend Jonathan to any prospective clients."

Jade - Newcastle

Christine - Newcastle

Get in Touch

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Helping individuals, families and business owners achieve their lifestyle goals

Enlightened Private Wealth has a three step process

1 - Understand

2 - Educate

3 - Plan and Partnership