About
Virtuous Wealth

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.

At Virtuous Wealth, we believe in a client-first approach. This means that we prioritise our clients’ interests above all else, and we work tirelessly to help them achieve their financial goals. We understand that trust is paramount in financial planning, and we strive to build strong relationships with our clients based on mutual respect, transparency, and open communication.

Our commitment to the community is also an essential aspect of Virtuous Wealth. We believe that by supporting our local community, we can help create a better future for everyone.

I am proud of the team I have built at Virtuous Wealth. Kylie and Jenny share my passion for helping people achieve financial success, and they bring a wealth of experience and expertise to our team. Together, we are committed to delivering high level of service for our clients.

Alex Jenkins

Decades of experience, working for you

Our team of financial planners and wealth creators have decades of experience helping clients achieve their financial goals. With our deep understanding of financial markets and trends, we can help you navigate even the most complex financial challenges. You can trust us to leverage our expertise to provide sound advice that is tailored to your unique needs.

Award-worthy service

We take pride in delivering exceptional service to our clients. Our commitment to excellence means that you can expect personalised attention, timely advice, and a focus on your success. We believe that every client deserves the highest level of service, and we strive to exceed your expectations at every step. When you work with us, you can be confident that you’re getting the support you need to achieve your financial goals.

A winning formula for wealth creation

We have a proven track record of success when it comes to wealth creation. Our winning formula is based on a combination of smart financial planning, strategic investments, and disciplined execution. We’ll work with you to create a comprehensive plan that will help you achieve your financial goals and build wealth over time.

Big ideas, bigger returns

Our team is always looking for new and innovative ways to help our clients maximise their returns. Whether it’s identifying new investment opportunities or leveraging the latest financial technology, we’re committed to staying at the forefront of the industry. When you work with us, you can be confident that we’re always working to deliver big returns on your investments.

Our team

Alex Jenkins

Director — Financial Planner

Alex is a financial planner and the owner of Virtuous Wealth. With a career spanning back to 2000 in financial services. Alex has worked in the financial and investment sectors and has a broad wealth of knowledge that he brings to the table to help his clients.

Alex is an experienced and well qualified Financial Adviser, having completed his Dip, Adv Dip & Master of Financial Planning. Alex’s various roles over the years and extensive studies have provided him with technical knowledge in investment funds, superannuation, income streams and insurance products. Alex’ true passion is working with clients (some of whom he’s been advising continuously for over 20 years). commercial, and strategic advice focussed on adding value to their businesses or employment whilst growing and protecting their personal net wealth.

Outside work, Alex has a wonder wife Kristie and two daughters. Other interests are weekends away, nice wine, is a keen swimmer and is an active surf lifesaver.

Jenny Ayling

Financial Planning Support Specialist

Jenny has worked in the Financial Services industry for more than 30 years. She has a passion for providing excellent customer service to our clients and her depth of experience makes her well placed to understand the needs of our clients. Jenny has worked for one of the big players, Commonwealth Bank of Australia as well as 2 other local Financial Planning practices. Jenny has seen it all and knows the difference personalised financial advice can make.

Jenny is part of the Client Service team. With her in depth experience, Jenny oversees that all advice documents are implemented in accordance with our recommendations. Jenny is also the one that keeps the wheels moving in the office. Jenny coordinates with our external paraplanning team and assists in the development of research for strategies. Jenny also assists Alex with the behind the scenes work to ensure he is able to be at the top of his game.

Outside work Jenny enjoys travelling and spending time with her family and friends.

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appointment
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Get in touch with Virtuous Wealth today to take the first step on your journey to financial freedom.

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About Virtuous Wealth