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Helping you make
smart decisions
with your money

START HERE
DOWNLOAD THE ROCK-SOLID WEALTH PLAN

Financial certainty.
Peace of mind.

Are you done planning
your financial future alone?

  • Are you tired of the uncertainty of trying plan out your financial future?
    Done on your own it can be a long climb, full of uncertainty
  • Would you like a way to make complex financial decisions with confidence?
  • Unclear on the best way to invest and grow your money?
  • Are you unsure how much you need to retire comfortably and how long it’ll last?

“If you want to go fast, go alone.
If you want to go far, go together” African proverb.

Schedule a Rock-Solid Wealth Strategy Session

What our clients tell us we do well is the personal touch, the focus being on supporting and guiding them. Have a read through the reviews when you get a minute, we think you’ll like them.
Life is unpredictable and we need to be flexible. If you need an evening appointment, or a super early one to fit your schedule, they are available.

If you need a video appointment whilst you’re travelling, a text reminder because you’ve got a thousand things on your mind, consider it done. Need a chat over a coffee because something is worrying you, or a share market discussion whilst fishing, I’m in (just quietly, I love these).

If you really need to buy some shares you’ve had your eye on, but you can’t take calls because you’re playing at a golf course that has extreme regulations, we’ve got you covered.

These are all real client scenarios from the last year. If this sounds like the sort of adviser, the sort of team you want to work with, we’d love to have a chat.

Who are our clients?

People who are motivated
to make things better.

We look after individuals or families between 40 and 60 who are short on time, have good incomes and are looking to make the most of what they have. Your challenges will change depending on your circumstances and stage of life, but rest assured you aren’t alone.

Families Building Wealth

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Your challenges will change depending on your circumstances and stage of life, but rest assured you aren’t alone.
Common challenges our clients face

  • Juggling responsibilities, constantly.
  • There are never enough hours in the day.
  • You earn good money, but we aren’t 100% sure where it’s going.

Under all of this lies a frustration. Why is this all so complicated?

Common questions and tradeoff decisions
Should we do something about life insurance or just risk it?

  • What do we do with the savings, pay off the mortgage or invest?
  • Should we add more money to super or travel whilst the kids still want to join us?

How do we answer those questions and more?

  • We guide you through your choices, help you to weigh up your options so you can act with confidence – after that we do the paperwork for you.
  • Financial planning is all we do, every day, and we love it

Preparing for retirement

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Your challenges will change depending on your circumstances and stage of life, but rest assured you aren’t alone.
Common challenges and questions

  • Time seems to accelerate the older we get, we’d better get things sorted out .
  • Will we have enough to retire?
  • There’s a limited amount of time left to work. Is it long enough to make sure we have a good retirement?
  • What happens if one of us dies, will my other half be OK?
  • How much will I have in retirement and how long does it last?
  • What do we invest in and how does the super side of things work?

Under all of this lies a sense of uncertainty. Are we going to be OK?

How do we answer those questions and more?

  • We guide you through your choices, help you to weigh up your options so you can act with confidence – after that we do the paperwork for you.
  • Financial planning is all we do, every day, and we love it
financial planning
financial planning
financial planning
financial planning
financial planning

How can we assist with your challenges and questions?

We help our clients weigh up their financial
opportunities, to make practical,
well-thought out decisions with their money.

More about us

Advice process

We build a great financial plan step by step, together. With all your ducks in a row and a plan in place, you can focus on those things more important than money.

Advice process

We build a great financial plan step by step, together. With all your ducks in a row and a plan in place, you can focus on those things more important than money.

Reviews

Have a read through our clients’ experience and feedback below when you get a minute, we think you’ll like them.
If after reading the reviews you’d like to chat to one of our clients (just to make sure), let us know and we’ll put you in touch with someone in a similar position to you.

“Reassurance and confidence in interpreting information”
★★★★★
Linda Musumeci Vitullo
“Great bloke and great advice easy to understand”
★★★★★
Greg Butler
“Jonathon provides options and clearly explains each one. He has been the best thing for us to prepare for our retirement.”
★★★★★
Linda
Over the years I have engaged with many Financial Advisors through banks & other institutions all of which were from my perspective unsuccessful manly because the advisors offerings were restricted by the institution they represented. When I first met Jonathon Mannion (Sandringham) he made it clear to me that his advice was independent and free from corporate influences. Jonathon was immediately engaging & thoughtful in the way he discussed experiences, goals & opportunities. He shows a genuine empathy with his clients (or at least with me) life experiences & current situation & aspirations for the future. His advice encompasses the full life experience embracing family, work & lifestyle aspirations, as well as plans for retirement. His (your plans) plans are realised through a subtle mix of thought provoking discussion, self realisation through analysis of your current position & spending behaviour & what might be required to accomplish your stated goals. Jonathon's self deprecating humility helps bring a further sense of personal engagement in that he is comfortable to share his investment experiences, both successes & not so successful. I do not hesitate in recommending Sandringham Wealth to anyone seeking advice to engage with a business that will independtly guide them through the steps to rationalize their financial situation, build wealth & plan for retirement.
★★★★★
Patrick Wilkes
Absolutely the greatest advisor i have ever delt with his genuine and honest manner make johno very easy to trust and work with. I cannot recommend him highly enough. With him in your corner you are definitely in safe hands.
★★★★★
erin b
Quality of advice first class. Complete confidence and well looked after. Highly recommended
★★★★★
Jon Reeves
Jono is ethical, patient, empathetic and thorough - and is able to explain complex concepts to support our decision making. He has taken the time to get to know us and our aspirations - and has crafted a solid plan to achieve these goals. Jono has made financial planning fun !
★★★★★
Vicki Puttmer
Jonathon from Sandringham Wealth has been providing us with advice for a number of years now. His approach is always professional, and his calm and easy going manner is able to deal with our conservative nature and provide us with the assurances we need to be comfortable with our investments decisions around our retirement financial planning. I thoroughly recommend Jonathon's services.
★★★★★
Jimmy Waugh
Professional, intelligent, wholistic and personable has been my experience. However, more importantly I feel that I am understood, known, valued and 'nourished'. Jonathon has a real talent of helping you to understand what it is you really want out of life (even if you were not clear on it before you went in), and putting in place the steps to achieve these...with the 'right balance and perspective of heart and head'. The last few years could not have packed much more in it and to say Jonathon provided us with peace of mind does not express adequately the ministrations provided. Having worked in the financial field for 20 years myself, I know of none better.
★★★★★
Josephine Costabile
The advice and help I have received has been invaluable. Jono explained everything in a very simple way so I could understand all the investments made with my hard earned money. Retiring early was a big decision but I have complete confidence in the advice I have received.
★★★★★
Anne-Marie McQualter
Jono looks after my personal position and I highly recommend Jono. He is very customer centric and easy going person to deal with. He will find a solution to any matter and structure it around your personal circumstances. Very happy with the service provided, plus he is a genuinely good bloke.
★★★★★
Steve Pincham
Jono takes the time to listen and understand you. He is honest and forthright...he tells it exactly as it is. He works with you to achieve what you want and will also tell you if you are dreaming larger than is possible. He is always available to talk if you have concerns and both my husband and I would highly recommend him to anyone who asks, and we do.
★★★★★
Karen Adams
I don"t readily recommend services to my friends unless I'm sure of the integrity of the provider and the fit of the service to their needs. In the case of Jonathon Manion at Sandringham Wealth, I have no hesitation recommending his services in financial planning to my family and friends. I have found Jonathon to be an honest, knowledgeable and respectful person who goes out of his way to ensure that his customers get the best result possible. The relationship you have with your Financial Adviser needs to be based on trust and will be long term, its important therefore, that you choose a good one.
★★★★★
Mark Welsh
Jono breaks everything down so I can understand exactly what is happening with my savings. I feel so confident that my money is in good hands with him and feel as though he truly looks after it as though I was a member of his family.
★★★★★
Penny Scorer

Here are a couple of guides

to get you started thinking
about money

Download Here

Budgeting guide

Download Here

Investment guide

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