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
- 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
"Scott laughed at me when I said my husband was a Doctor and all his accounts were in a shoebox. They actually are! Anyway finally someone is getting us streamlined professionally: we love the integrated approach to all our other investments and commitments as well’
I wanted to diversify my portfolio and invest in bricks and mortar rather than more shares and I wanted to use the money I had in Super. I spoke to Scott about my goals and he found a property straight away it was rented out before settlement! For such a tedious process everything went smoothly and I am happy with the result. David was a great help with all the paperwork, he organised the loan and and really walked me through the whole process from start to finish. I would recommend Wealthy & Wise to anyone who is looking for advice in this area.
‘ We were novice investors and the GFC wiped out 10 years of progress it seems. We have however taken control of our Super; The team opened our eyes to the new borrowing rules for property and frankly that will do us – no more fund managers ‘
- ‘ My wife and I have very complex family arrangements, I’m divorced 2 kids plus 2 together and her father lent us the money to buy the house ; she has two other sisters and big family home – we needed to get the estate sorted. Their Chartered Accountant David was great. We used a combination of trusts and insurance so everybody gets looked after – what a relief’
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.