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.
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 and understanding.
That’s where we come in.
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.
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.