Rojitha Jayawardana

WealthyMe

Silver

2 Yrs Experience

West Melbourne, VIC 3003

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I am a Financial Adviser based in Melbourne, working with professionals, business owners, and families who want clarity, structure, and confidence in their financial future.

With over eight years of experience, I specialise in helping clients make better financial decisions by bringing everything together into a clear, cohesive strategy. Whether the focus is on growing and preserving wealth, preparing for retirement, or structuring finances for the long term, my role is to ensure every decision aligns with a broader, well-defined plan.

I advise across key areas including wealth creation and long-term financial structuring, supported by expertise in superannuation (including SMSFs), tax-effective investment strategies, risk management, estate planning, and the use of trust and corporate structures.

My approach is highly personalised. I design tailored strategies that reflect your goals, values, and risk profile, ensuring your investments, structures, and protection strategies work together to support long-term outcomes.

I place a strong emphasis on disciplined, long-term decision-making. Financial success is driven by consistency, structure, and the ability to adapt over time.

I am actively involved in investment decision-making within my firm, contributing to asset allocation, manager selection, and portfolio construction, bringing a disciplined and structured approach to how client portfolios are managed.

Ultimately, my focus is simple: to help you make confident, well-informed decisions and put yourself in a stronger financial position over the long term.

If you’re seeking greater clarity around your financial direction or considering your next move, I’m always open to an initial conversation to see if I can add value.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Complex Investments
Tax Strategies
Growing Assets

5.00 April 2026

I have had the pleasure of working with Rojitha for my financial planning, and I cannot recommend him highly enough.

From the very beginning, Rojitha took the time to truly understand my personal and financial circumstances, as well as my long-term goals. His approach is thorough, professional, and highly tailored. He clearly explains complex strategies in a way that is easy to understand, which gave me a great deal of confidence in the advice provided.

What stands out most is his commitment to acting in my best interests at all times. Rojitha is proactive, responsive, and genuinely cares about delivering long-term value rather than short-term outcomes. His attention to detail and ability to coordinate all aspects of my financial position, from investments to superannuation and risk management, has been exceptional.

I now feel far more confident about my financial future, knowing that I have a clear strategy in place and a trusted adviser supporting me along the way.

I would highly recommend Rojitha to anyone seeking high-quality, personalised financial advice.

4.25 April 2026

I would like to appreciate Rojitha's effort in taking the stress out of the financial planning by explaining everything clearly, offering practical guidance, and ensuring nothing is overlooked. The attention to detail and professionalism gives me confidence that my finances are in good hands. Rojitha is approachable and responsive to questions. He is knowledgeable and provides reliable financial advise.

4.50 April 2026

Right from the outset of initial contact and communication, Rojitha has demonstrated his expertise and professionalism in the areas needed most, for setting up of our financial goals and managing our assets. He was very thorough in preparing and providing us with the right advice. He helped us to set up the superannuation portfolio and also the family trust investment portfolio which has shown promising returns on the growth chart. He is very approachable and guides us with the required information. He is very capable of managing the ups and downs as per the current market trends and provide us with good insight into how the investment returns help us in the long run. I am very pleased with the services offered and happy to work with Rojitha for managing a variety of financial portfolios. I wish him all the best in his future endeavours and hope to continue growing well beyond his capabilities and continue to provide his best expertise in all financial related matters. Thank you.

5.00 November 2025

I want to express my sincere appreciation for the incredible support and guidance provided by Rojitha. He recently prepared a comprehensive Statement of Advice (SOA) for us, helping us map out a clear and realistic plan to pay off our home loan faster while also growing our superannuation for the long term.

What really stood out was his ability to explain everything in a simple, practical way—no jargon, just genuine advice tailored to our goals and lifestyle. He took the time to understand our situation, walked us through every option, and gave us the confidence to make smart financial decisions for the future.

Thank you, Rojitha, for your professionalism, patience, and genuine care. Your advice has given us clarity and direction, and we are truly grateful for your ongoing support. Highly recommended to anyone looking for trusted financial guidance.

4.50 November 2025

Rojitha has been patient and answered all of my questions, listened to all of my concerns with no judgement. Rojitha came back with an excellent plan which I understood and am very happy with.