ABOUT US
THE STORY SO FAR
Wealthy & Wise started as a Financial Planning company over 25 years ago. We have always remained responsive to our clients’ needs, and so over the years have developed into a Lifestyle Planning hub, incorporating tax and accounting, property advice, and loans and Insurance. Our database of loyal clients are a testament to the fact that our services are trusted and our brand is respected in the Sydney and Gold Coast 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 Sydney, New South Wales. We have subsequently expanded to the Gold Coast and are successfully growing our presence there.
MISSION
To provide you with the wisdom, giving you power over your wealth.
VISION
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.
THE VALUES THAT GUIDE US
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.
AUTHENTICITY
We are honest, genuine and down-to-earth people who don’t operate on a higher level than our clients - 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.
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.