Take control of
now & in the future
Wealthy & Wise: More than just your traditional financial services provider
WE GET IT
Our clients have got a lot going on.
Work, social life, family commitments, hobbies and the rest of it leaves little
time for properly managing the financial aspects of their lifestyle or planning
for the future. We know that each person’s set of circumstances and goals
for the future are completely unique, and need to be approached with care
That's where we come in.
HELPING YOU GET MONEY WISE
We provide a holistic solution for any matter that involves personal finance, insurance, property related transactions or tax.
What’s more - we actually care about the outcome.
Insurance is the glue that sticks things together when they go wrong. Good insurance increases your benefits as it saves you money.
Ever thought of investing or consolidating your investments but weren’t sure of the best way to go about it? We will do the hard work for you.
Mind blowing money
You’ll never be concerned that you won't receive a complex tax solution, no matter how detailed or how big.
Property has been considered a popular path to wealth for Australians for many years. Sensible investments in property have many attractions; less volatile than shares, a safe haven, capital growth and tax advantages.
We will help you establish and broaden your investment portfolio, by providing you the platform to select from a range Investment options that are relevant and appropriate for your age, income and goals.
Our full-service offering means that we are able to look after your complete financial health.
"Our vision is to be the local hub for advice, where people from all walks of life can come and receive help when planning different aspects of their life now and in the future."
More than just your traditional financial services provider, Wealthy & Wise is an integrated business hub where lifestyle solutions are provided by advisers who are experts in the fields of financial markets, property, taxation, superannuation and personal risk insurance.
We are committed to being authentic, to being seriously smart about financial matters and to being a convenient and accessible hub for advice that directly impacts client lifestyles. We provide a holistic solution for any matter that involves personal finance, insurance, property related transactions or tax.
What’s more – we actually care about the outcome. We respect clients’ lifestyle choices and work to gain a strong understanding of what they want to achieve, so we can help them stick to their plan without compromising on lifestyle.
CONNECT TO YOUR FUTURE
Take the first step in your financial future and get in touch with us today.
For any general enquiries, questions or commendations,
please call: 1300 226 271
or find a Wealthy & Wise Financial Planner near you using the list below.