Join Our Team

Join Australia's first integrated professional services hub.

Franchising opportunities available now!

OUR CLIENTS HAVE 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 and understanding.

THAT'S WHERE WE COME IN.

 
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OPTIONS TO SUIT YOUR NEEDS

Run your Wealthy & Wise Franchise in a prominent retail space.

Bring your own resources and trade under the Wealth & Wise branding.

We offer flexible options to work with Wealthy & Wise.

ABOUT US

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.

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.

 

OUR VALUES

Integrity

Trust is important when it comes to giving advice. We are committed to acting with integrity, being fair, and acting in the best interest of our clients.

Authentic

Though money is a serious matter, we also believe in being authentic and having a bit of fun. We are honest, genuine and down-to-earth people who don’t operate on a higher level than our customers – it’s about meeting them where they’re at.

Empathy

It’s important to always apply understanding to the situation. We believe that being caring and loyal allows us to build relationships of trust.

Precision

We don’t miss a beat.

With our line of work, it’s important to have all the facts, make calculated decisions, and be tenacious – to get it right every time.

OUR TEAM

Louise Fitzpatrick

Business

Manager

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Toby Lewis

Chairman of the

Investment Committee

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Kristee Jenkins

Business Development

Manager

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Stefanie Seco

Head of

Lifestyle Tax & Accounting

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David Bainbridge

Company Secretary &
Head of Governance

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Scott Heathwood

Head of

Strategic Planning

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Jeremy Goodsir-Cullen

Head of

Corporate Services

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Want to be a part of what we’re doing?

If you share our values, are great at networking and interacting with people, and want the opportunity to gain new skills and knowledge while running your own business – becoming a Wealthy & Wise franchisee may be the next step for you.

 

Start your journey now by getting in touch to find out more.

 

CONTACT

Inquiries

For any inquiries, questions or commendations, please call: 1300 226 271 or fill out the following form

Head Office

84 Nicholson Street

Woolloomooloo NSW 2011

info@wealthyandwise.com.au

Tel: +61 1300 226 271

Fax: +61 2 9331 1622

Contact Us

© 2021 BY WEALTHY & WISE LIFESTYLE PLANNING PTY LTD

ABN 58 113 067 968

84 Nicholson Street  Woolloomooloo  NSW  2011

1300 226 271

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

PRIVACY POLICY

Website proudly designed by Crisp Communications Co

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