Secure your financial future by planning for every life stage. Learn the financial planning considerations for young adulthood, early and mid-career, and retirement. Start taking steps today.
Take control of your financial future by mastering the art of wealth creation. Learn how to create a budget, reduce debt, save, and invest smartly to increase your net worth over time. Start your journey to financial freedom today with our expert guidance, and make your dreams a reality.
Protect your loved ones and secure your future with personal insurance. Get peace of mind in the face of unexpected events, and ensure that your family’s financial needs are taken care of. Explore our insurance options today, and choose the right policy to fit your needs and budget.
Make the most of your golden years with a solid retirement plan. Our expert financial advisors will help you create a tailored plan that takes into account your unique goals and needs. From maximising your social security benefits, to adjusting your investment portfolio, we’ll help you stay on track for a comfortable and fulfilling retirement. Start planning your ideal retirement today.
We believe that everyone deserves the opportunity to achieve financial security and success, and that’s why I have built Virtuous Wealth with a focus on delivering personalised financial planning services that cater to the unique needs and goals of each client.
The passion I have for my work as a financial planner comes from a genuine desire to help my clients achieve financial security and peace of mind. With my years of experience and expertise, I am confident that I can help them navigate the complex world of finance and achieve their long-term goals.
What drives me is seeing firsthand, the positive impact that I have made on people’s lives. Whether it’s helping a young family save for their children’s education or guiding a retiree through the complexities of managing their retirement income, I know that the work I do can make a real difference in the lives of my clients or educating clients with their wealth & risk management decisions. Using different educational material and investment tools such as investment calculators, I like educating my clients, my team members and friends.
I bring a wealth of knowledge and skills to the table with a deep understanding of investment strategies, retirement planning, estate planning, risk management, wealth creation & ensure that myself & my team are up-to-date with the latest market trends and best practices in the industry. We also know that every client is unique, and we work closely with each one to develop a customised financial plan that reflects their individual goals and priorities.
Alex Jenkins
Director — Financial Planner
Jenny Ayling
Financial Planning Support Specialist
We asked our existing clients what they thought of us, and their responses reflect exactly what we strive to deliver – personalised service, trusted guidance, and exceptional results. From young professionals taking their first steps toward financial security to retirees protecting their legacy, our clients consistently highlight our dedication to understanding their unique circumstances and our commitment to their long-term success.
Rated 5/5 for client satisfaction
Rated 5/5 for referral confidence
Honest, thorough, and extremely knowledgeable. Would recommend to anyone. – Jared O.
Such a pleasure working with Alex and team – They provide exceptional personal service. I feel completely looked after, and know I’m in great hands for my future. – Meredith M.
Alex is a knowledgeable, professional gentleman. His insight has led me on a path that will ensure my future is a prosperous and stress free one. Will definitely recommend and use his services. – Lee S.
Get in touch with Virtuous Wealth today to take the first step on your journey to financial freedom.