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 database of loyal customers are a testament to the fact that our services are trusted and our brand is respected in the Sydney region. People have come to view us as the genuine Lifestyle Planning hub.
Over the years the financial services market has shifted and evolved, and we have witnessed clients increasingly needing an integrated approach to financial services which saves them time, money and stress. They need quality advice that develops an entire financial strategy according to realistic lifestyle requirements. This is what Wealthy & Wise offers.
The highly experienced head office team at Wealthy & Wise has well over 30 years of experience in the financial services and property sector, and have helped us build a legacy out of our two current hubs in Woolloomooloo and Clovelly, New South Wales. As a leading integrated financial services, real estate, tax and mortgage finance distribution channel we believe that we have an opportunity to capture a major share of a rapidly changing market.
We are looking to grow our presence across Australia and require dedicated franchisees to help us. As a franchisee, you have unique access to our compliance with Future of Financial Advice (FoFA) legislation, meaning your business is licensed to provide advice in all areas of finance. Whether you are coming from a financial planning, accounting, property or lending background, you can be assured that the Wealthy and Wise concept is proven and profitable. As a franchisee, you are in a great position to grow a healthy business and pick up some new skills along the way.