Wealthy & Wise started as a Financial Planning company over 20 years ago. We have always remained responsive to our clients’ needs, and so over the years have developed into a Lifestyle Planning centre, incorporating tax and accounting, property advice, and loans and Insurance.
The Wealthy & Wise franchise system is backed up by excellent marketing to help grow the brand and expand our database of clients. We already have loyal customers and strong brand awareness in Sydney where our two current offices operate, and with the increasing exposure as we open new locations, this recognition among the public will grow.
We know that our clients have a lot going on, which is why we want to make their experience as seamless and convenient as possible. It’s about creating an environment in which they can feel comfortable, are able to work closely with us to achieve their goals, and can get it all sorted in one place at a time that suits them.
Financial planning and investment advice, along with tax and accounting services, and the real estate industry are traditionally separate areas serviced by different providers. However, Wealthy & Wise take a holistic approach to the industry, combining these services into one convenient hub, giving us a competitive advantage and allowing us to capture market share.