At Enlightened Private Wealth, we take pride in forging long term relationships to empower our clients to secure brighter financial futures.


We offer a tailored and professional advice service to optimise your finances and provide you with financial peace of mind. We can help you make informed decisions, avoid financial trips and traps and keep you accountable to ensure you stay on track to achieve your financial goals.

By monitoring your progress and making adjustments to your financial plan as needed, our regular review service will ensure you stay on track as well as keep you informed of your investment performance and overall financial health.

How can a financial planner help me?

A financial planner can provide valuable benefits for anyone who wants to take control of their finances, plan for the future and achieve their financial goals. Whether you are just starting out on your financial journey or are already well-established, working with a financial planner can help you achieve greater financial security and peace of mind.

We have extensive knowledge in areas such as investing, tax planning, retirement planning and risk management and you can tap into our expertise and benefit from this knowledge and experience.

Discover The True Value Of Advice

The adviser effect

Discover the true value of
financial advice

Financial advice delivers much more
than financial value


"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


Let us achieve your goals and secure your future today!

Request Complimentary Consultation