E-books
E-books
The 5 Key Components of Financial Independence
A practical guide to financial independence, covering five key areas: getting started, compounding, managing risk, planning ahead, and protecting what you’ve built.
Digital download
Keys to De-Stressing a Mortgage
A practical E-book that outlines 7 simple ways to reduce the stress and uncertainty that can come with a mortgage. Designed to help you feel more in control.
Digital download
Everything You Need to Know About Super
A clear guide to superannuation, covering how it works, how it’s invested, insurance inside super, contribution options, and the role it can play in long term planning.
Digital download
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Knowledge Hub

Real Clients. Real Reviews.

Here’s what it’s like working with Wealthy & Wise, from the

people who’ve been through the process.

Here’s what it’s like working with Wealthy & Wise, from the people who’ve been through the process.

“Through meticulous diligence and understanding, Oliver from the Wealthy and Wise team ensured that my loan was refinanced efficiently and effectively.”

“With little time on my hands and minimal understanding of loan structures, Oliver made clear the process required and limited my involvement. I can safely say I have a confident understanding of my loan thanks to him!”

Amy Oxley

- Client

”I love this group of people! Both Scott and Oliver offer an incredibly personalised experience.”

“They truly care about my needs and have gone above and beyond to guide me through purchasing my first home and setting me up financially for the future. I would highly recommend this team!”

Lauren Richards

- Client

“We were very happy ....Oliver Heathwood from Wealthy and Wise was very professional and looked after us.”

“He always stayed in touch with us throughout the entire process, we had a very tight timeframe and he was excellent in keeping us updated and made sure we had all the information required to seal the deal. Thanks Oliver”

Rod Andersen

- Client

”Was an absolute pleasure working with Oliver and the team at Wealthy and Wise.”

“They are absolute professionals and I would happily refer them to my friends and colleagues. 10 out of 10 !”

Max Harris

- Client

“My go to at Wealthy and Wise is Josh Baker...”

“Excellent Prompt efficient reliable and a really pleasant person to deal with. Well done”

Patti McDonald

- Client

“Special call out to Josh...”

“for his exceptional professionalism, commitment, communication and customer service.”

Aldo Travia

- Client

“Oliver and Josh have been amazing! ”

“Professional, and timely advice, and have gone above and beyond to help me realise a dream for me and my daughter of home ownership!! No mean feat in this tough economy at the moment. They listened to my goals, situation, and aspirations, and what was/is/will be most important to me and geared everything towards achieving these with me. Even when I changed my mind, they rolled with it and came up with another strategy to help me out. Sounding boards, great advice and so supportive- thanks fellas!”

Clare Chub

- Client

”With limited time in my personal life and moderate knowledge of finances I handed all my requirements over to Wealth & Wise.”

“Within 10 months of my first consultation I have purchased an apartment, invested my super in a higher yield fund & sorted my TPD insurance. With so many differing options from so many sources, I turned my trust over to Scott and company and am very happy results. I feel I have a financial plan for the future and no longer stress about all the things I have put off as they have all been dealt with. Oh - and they also do your yearly tax.Thank you!”

Peta Logan

- Client

“Working with Oliver Heathwood to finalize my loan was an excellent experience.”

“His professionalism and expertise ensured a seamless and efficient process. Oliver took the time to understand my financial goals and provided clear explanations of the various loan options available. He addressed my inquiries with patience and helped me make informed decisions. Throughout the loan finalization process, Oliver maintained open and prompt communication. He was proactive in handling the paperwork and kept me updated on the progress of my application. Oliver's knowledge, attention to detail, and commitment to customer satisfaction made the entire experience stress-free. I highly recommend Oliver Heathwood for his exceptional service in helping finalize my loan. He made the process easy and enjoyable, and his expertise gave me confidence in my decisions. Thank you, Oliver, for your outstanding support and guidance. Regards, Matt S”

Matt Skinnar

- Client

Plus many more...

Want A Clearer Plan for Your Next Chapter? Let’s Have A Chat.

Book a quick chat and we’ll help you make sense of where you’re at and where you want to go.

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No pressure. Just real help to see if we’re a fit.

Wealthy & Wise Lifestyle Planning PTY LTD, ABN 74 622 374 501, trading as Wealthy & Wise, AR number 1259510, is an Authorised Representative of Lifestyle Asset Management Pty Ltd (Australian Financial Services Licence No. 288421).