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PROPERTY ADVICE

Your property could be your largest asset. Don't ignore it.

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PROPERTY ADVICE

Whether you own your home, will inherit the family home, planning to buy a home or invest in property,  you will need advice in this area. Don't ignore what could be your largest asset.

 

Our advisers are here to ensue your largest asset is working for you.

RESIDENTIAL AND
PROPERTY INVESTING

Property investment can be a powerful wealth-building tool, offering long-term security and capital growth. However, success requires the right strategies and advice. We work with you to navigate the complexities of the property market, helping you achieve your goals through strategic advice and informed decisions.

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PERSONAL INVESTMENT STRATEGY

We tailor a property investment plan to match your financial goals, risk tolerance, and timeline.

 

TAX & ASSET STRUCTURING

Our advice ensures your investment is structured for maximum tax efficiency and long-term asset protection.

PROPERTY FINANCE SOLUTIONS

We work with you and our network of lenders to find competitive credit solutions.​

 

WHY US?

We tailor the finance solutions to meet your unique needs and circumstances.

EXPERT GUIDANCE

Our experienced financial planners provide clear, professional guidance to help you make informed decisions.

MARKET INSIGHTS

Leverage our deep knowledge of Australia’s property markets to identify growth opportunities

HOLISTIC VIEW

We don't just advise you on property, it will form part of a wider holistic plan to achieve your desired lifestyle. 

Schedule a zoom call with Josh to discuss your property goals.

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© 2021 BY WEALTHY & WISE LIFESTYLE PLANNING PTY LTD

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ABN 58 113 067 968

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Level 35, One International Towers

100 Barangaroo Ave | Sydney NSW 2000

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1300 226 271

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Wealthy & Wise Lifestyle Planning is licensed through Lifestyle Asset Management Pty Ltd (AFSL 288421)

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PRIVACY POLICY

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Wealthy & Wise Lifestyle Planning PTY LTD, ABN 74 622 374 501, trading as Wealthy & Wise, AR number 1259510, is an Authorised Representative of Lifestyle Asset Management Pty Ltd (Australian Financial Services Licence No. 288421).

Level 35, One International Towers

100 Barangaroo Ave | Sydney NSW 2000

1300 226 271

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