Wealth Strategy + Asset Management

Even if retirement may seem a lifetime away, the sooner you start planning, the more likelihood you’ll have to achieve financial independence and peace of mind - it’s all about choices.

Our goal is to help you attain financial security and grow your wealth by offering a range of strategies tailored to meet your long-term financial objectives.

Wealth Advisor James Meehan

Maria Gracia Cevallos 

Financial Planning Support

Maria holds an MBA and brings experience in business management and client services. She plays a key role in preparing documentation, coordinating client information and assisting with the implementation of tailored financial strategies for Cashflow Financial Wealth Clients. Her attention to detail makes her a valued member of the Cashflow Financial Wealth team. Maria is committed to delivering excellent service and creating a positive experience for clients throughout their financial journey.

Lily Oakes

Financial Planning Support

Lily provides dedicated administrative and client support to our financial planning team, ensuring every part of the client journey is organised, efficient, and stress-free. She is passionate about creating smooth behind-the-scenes processes that allow clients to receive the best possible advice and experience. Lily’s supportive nature makes her an essential part of the Cashflow Financial Wealth team.

Get in Touch With James and the Team Today

Each Wealth Strategy will look different based on life stage, individual needs, preferences and lifestyle. We know that the first step to achieving financial success is understanding your needs so we take the time to get to know your financial situation and help establish your goals.

Offices

Sutherland: Level 3, 3-5 Stapleton Avenue, Sutherland NSW 2232

Sydney : Suite 1007, 109 Pitt St Sydney NSW 2000