Join Our Team
Join Australia's first integrated professional services hub.
Franchising opportunities available now!
OUR CLIENTS HAVE A LOT GOING ON...
Work, social life, family commitments, hobbies and the rest of it leaves little time for properly managing the financial aspects of their 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.
ABOUT US
More than just your traditional financial services provider, Wealthy & Wise is an integrated business hub where lifestyle solutions are provided by 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 that directly impacts client lifestyles. We provide a holistic solution for any matter that involves personal finance, insurance, property related transactions or tax.
What’s more – we actually care about the outcome. We respect clients’ lifestyle choices and work to gain a strong understanding of what they want to achieve, so we can help them stick to their plan without compromising on lifestyle.
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.
OUR VALUES
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.
Authentic
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.
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.
OUR TEAM
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Louise Fitzpatrick
Business
Manager
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Toby Lewis
Chairman of the
Investment Committee
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Stefanie Seco
Head of
Lifestyle Tax & Accounting
David Bainbridge
Company Secretary &
Head of Governance
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Scott Heathwood
Head of
Strategic Planning
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Jeremy Goodsir-Cullen
Head of
Corporate Services
Want to be a part of what we’re doing?
If you share our values, are great at networking and interacting with people, and want the opportunity to gain new skills and knowledge while running your own business – becoming a Wealthy & Wise franchisee may be the next step for you.
Start your journey now by getting in touch to find out more.
CONTACT
Inquiries
For any inquiries, questions or commendations, please call: 1300 226 271 or fill out the following form
Head Office
84 Nicholson Street
Woolloomooloo NSW 2011
Tel: +61 1300 226 271
Fax: +61 2 9331 1622
Contact Us
