Australia's Lifestyle Planner

Work, social life, family commitments, hobbies and the rest of it leaves little time for properly managing the financial aspects of your 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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Our Philosophy

More than just your traditional financial services provider, We are an integrated business hub where lifestyle solutions are provided by our 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.

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.

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.

Authenticity

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.

Our Team

Phil Osborne

National Network Manager

Phil Osborne specialises in the development of personalised strategies and advice to suit each individual’s…

Scott Heathwood

Executive Chairman

Scott is the Chairman and Executive Director of Wealthy and Wise a Director of Lifestyle…

David Bainbridge

Head of Strategic Advice

David has been a member of the Institute of Chartered Accountants for over 40 years….

Jamie Bonic

Chief Investment Officer

Jamie is a former Managing Director at Investment Banking firm JPMorgan with 25 years experience…

Louise Fitzpatrick

Business Manager

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