OUR INVESTMENT STRATEGIES ARE DESIGNED FOR FREEDOM

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we are

AN INTEGRATED LIFESTYLE PLANNING HUB

We know you've got a lot going on with 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 you set of circumstances and goals for the future are completely unique, and need to be approached with care and understanding.

  • Financial Advice
  • Property
  • Lending Solutions
  • Tax & Accounting
  • Whether you dream of paying your children’s school fees, travelling the world, buying a new home, car or all of the above, having a personal adviser can get you on track to a secure your lifestyle for the future. Our Advisers ensure your financial needs and lifestyle goals are aligned so that you are best positioned for success for all ages and stages of life. Our advisers help you map out your goals and find ways to achieve them.

  • Investing is a choice most people make at some point in their lives, with the desire to bring further wealth or security to their future. Investing in property can be one of the most effective ways for an average Australian to become wealthy over time.

  • Our team of experienced professionals take out the hard work of finding the right loan for you, by using our relationships with Australia’s leading banks and lenders to find a loan product that suits your lifestyle perfectly.

  • Whether you’re a high-income earner and an investor or a small business person who is looking for strategic taxation advice and the completion of your end of financial year returns, we’ve got a solution for you.

OUR CLIENTS SAY IT BEST
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Our Philosophy

We are not a 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 all types of 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.

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Our Process
Start the conversaton

The first step is to have a chat with our team, identify your goals and let us show you how we can help. Our initial consultation is free of charge & obligation free.

Options Review Meeting

We provide suitable potential options for your consideration based on what we believe your goals and objectives are. Should you decide that you would like to pursue some or all of the options in greater detail then we will set this out in a statement of advice.

Strategy and Advice

Following your acceptance of our advice, we arrange for recommendations to be implemented. This involves co­ordinating the services of our team. This is where we also commit to an agreed action plan.

Implementation

You may elect to have the professional team at Wealthy & Wise to implement some or all of the recommendations. Alternatively you may have other advisers that will implement components of the strategy on your behalf or you can simply do it yourself.

Annual Review

Should you decide to retain Wealthy & Wise as your adviser together we review your strategy. We track your progress towards your goals and ensure the strategic plan is not compromising your lifestyle.

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

Peter Dixon

Property Adviser

Peter has developed a wealth of expertise, having worked with the property, investment, mortgage and…

Andrea Heathwood

Marketing Manager

Andrea has been working in the Financial Services and Property Industry for the last 4…

Jeremy Goddsir-Cullen

Head of Corporate Services

Jeremy Goodsir-Cullen is a member of the Compliance Working Group and Chairman of the Compliance…

Peter Driscoll

Chartered Accountant

Peter Driscoll has been working as a Chartered Accountant for over 20 years. His extensive…

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