Aligned Wealth Pty Ltd

At Aligned Wealth, we provide clear, practical financial advice tailored to what matters most... you. Founded by Jason Eldridge, a financial planner with nearly 19 years’ experience, our mission is to align your financial decisions with your personal values, goals, and lifestyle. We specialise in helping individuals, families, and business owners gain clarity, confidence, and control over their financial future. Our advice covers: • Strategic financial planning • Wealth accumulation and investment strategies • Superannuation, including SMSFs • Insurance and income protection • Retirement planning and transition • Social security and aged care advice • Estate planning support What sets us apart is our personalised process, including a unique Values Discovery and our Inline Review Program, a structured system that keeps you informed, engaged, and visually tracking your progress every step of the way. Whether you're building wealth, planning for retirement, or navigating complex financial decisions, we make advice simple, empowering, and truly aligned with your life.