About Us
Discover how we align your finances with your values to create meaningful wealth.
Our Vision
At Aligned Wealth, we believe that your finances are more than just numbers—they're the means to live a life that reflects your most cherished values. Our mission is to enrich your life by ensuring that every financial decision supports what truly matters to you, whether that's family, career aspirations, or personal passions. With clarity, purpose, and unwavering support, we guide you on a journey where money and goals seamlessly come together.
Our Story
Founded by Jason Eldridge, Aligned Wealth was born from a desire to transform the traditional financial planning experience. With over 15 years in the industry, Jason's career spans roles at major institutions like the National Australia Bank and independent advisory firms. His journey—from a financial planning assistant to a trusted advisor—has given him invaluable insights into the real-world challenges clients face. Motivated by a vision to cut through the noise and complexity of financial advice, Jason established Aligned Wealth to deliver a clear, engaging, and values-driven approach that puts you at the center of the process.
What Sets Us Apart
At Aligned Wealth, we redefine financial planning by focusing on what truly matters to you.
We begin by understanding your unique motivations. By identifying and prioritizing your top values, we craft financial strategies that resonate with your personal aspirations.
Your long-term vision is the cornerstone of every decision we make. We integrate every aspect of your financial life, ensuring our recommendations are transparent, comprehensive, and aligned with your future goals.
Our distinctive Inline Review System is designed to simplify the complex financial landscape. This system gives you a tangible, clear overview of your financial progress—making it easier for you to understand and discuss your financial journey.
We're committed to building enduring relationships. By continuously revisiting and refining your plan, we ensure that your financial strategy grows with you, celebrating each success along the way.
Our Inline Review System
At the heart of our client experience, offering you a structured, clear, and engaging way to see your financial progress.
Here, you define and prioritize your top 10 lifestyle values. This crucial first step sets the foundation for all your financial goals. By directly linking your core values to your financial strategy, you gain clarity and purpose from the very beginning.
This section provides a detailed visual overview of your entire financial landscape. It maps out how your assets, liabilities, income, and expenses interconnect. The printed reports transform complex data into an easily digestible visual narrative.
Offering a straightforward snapshot of your financial status, this segment breaks down your finances into three key categories: Cash Reserves, Growth Assets, and Debts. With each review, you can see updated figures and track your progress over time.
Focused on your individual goals, this section tracks your progress against each objective. Detailed charts and data points allow you to see where you stand and highlight areas that may need attention. This clarity ensures that every step you take is aligned with your long-term aspirations.
Meet the Team
The dedicated professionals behind Aligned Wealth's client-centered approach.
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Jason Eldridge
Founder & Financial Advisor
Jason embarked on his financial planning journey in October 2004, starting as an assistant while pursuing his initial studies. Over nearly 19 years in the industry, he has continually advanced his expertise—completing his diploma, earning a Graduate Certificate in Financial Planning, and now finalizing his Graduate Diploma in Financial Planning.
Throughout his career, Jason has held key roles in both independent advisory firms and major institutions such as the National Australia Bank, where he advised clients in retail, agri and business bank. His diverse experiences have honed his ability to deliver financial advice that is straightforward, transparent, and deeply values-driven. Today, Jason leads Aligned Wealth with a passion for transforming financial planning into an engaging, client-centric experience.
Luke Eldridge
Digital Innovation Lead
Luke brings a fresh, innovative perspective to our team. At just 18 years old, he is currently pursuing a double degree in Engineering (Honours) in Computer and Software Systems and a Bachelor of Information Technology at Queensland University of Technology (QUT).
A proud alumnus of Holy Spirit College in Mackay, Luke has twice achieved success at the national finals for the F1 in Schools program—a testament to his technical prowess and competitive spirit. With a passion for web technologies and cybersecurity, he is focused on developing online tools designed to help our clients interact more effectively with our printed Inline Review System.
Plan Tomorrow, Today
Embark on your journey toward a future of financial freedom. Let's align your money with your values and goals, crafting a clear path to success. Our expert advisors are ready to guide you—book your consultation now and take the first step toward lasting financial well-being.
Book AppointmentAt Aligned Wealth, we're committed to transforming financial planning into an experience that is both clear and empowering. Let us help you navigate your financial journey with confidence, clarity, and purpose.