Financial futures with personalised expertise

At Columbus Wealth, we understand that true financial well-being is not left to chance. Just as Christopher Columbus meticulously planned his voyages of discovery, navigating the complexities of the world, a robust financial strategy is essential for navigating yours.

Our Philosophy

We offer a holistic approach to financial planning, partnering with you to understand your unique aspirations and crafting solid financial plans that enhance your sense of financial well-being and life satisfaction.

Our commitment is to support you in living a full life, free from financial worry.

Our Commitment

Integrity is at the core of our practice. We approach our business and clients with honesty and transparency. If we believe we cannot add value to you or your business, we will let you know at the initial meeting.

Our goal is to educate and equip you with the tools you need to approach today’s reality and succeed.

Our Approach

Our approach is flexible, effective, and tailored to you:
Analyse
We take the time to understand your life goals and current financial position.
Strategise
We develop a personalised and detailed financial plan with clear milestones.
Monitor
Over time, we continuously adjust the plan and strategies as your life evolves.
This process empowers you to make informed decisions, adapt to life’s changes, and stay on track toward financial confidence and security.

Hello, I’m Joel Schultz.
Your financial partner.

With over 20 years of financial market experience, I am dedicated to guiding you towards achieving your financial goals. As the principle at Columbus Wealth I specialise in providing personalised and tailored financial advice for individuals and families in growing, protecting their wealth.

Let’s start yours today.

image of Joel Schultz Director and Financial Adviser Columbus Wealth Advisory

We are a member of AFCA and FPA.

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Client Testimonials

Our clients’ satisfaction speaks volumes.

“Joel has been extremely proactive in helping us plan for our retirement and is happy to respond quickly to any issues or questions we have around our financial situation.”

— Michael Armstrong

“We’ve recently engaged Joel & really wrapped with the conversations & subsequent planning put into play… Joel is super responsive & always makes time for anything & everything.”

— Jamie Richardson

“Joel was referred to me by a couple of people and right from the start has been great to deal with. His care, knowledge and communication is excellent. I look forward to continuing to work with Joel as he guides me in my financial future.”

— Danni Dodgson

We are proud to have a 5.0 Star Google Rating reflecting our dedication to exceptional service.

Partner with us

Whether you’re building the foundation of a strong financial plan or well on your way to reaching your financial goals, we have the expertise to make it happen. We are approachable, friendly, and can’t wait to meet you. Let’s embark on this journey together to achieve and maintain a solid financial footing, face financial emergencies with confidence, and set the stage for a happy and secure future.