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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Meet Your Team at Wealthy & Wise

Friendly, grounded, and detail-focused. People who take pride in being thorough,

responsive, and easy to deal with.

Financial Adviser

Josh Baker

We begin with a conversation to understand your current position, goals, and what you want your next chapter to look like.

Financial Adviser and Loan Specialist

Oliver Heathwood

We review the key parts of your financial world and provide

written guidance aligned to

your objectives.

Client Service Representative and Loan Administrator

Sam Heathwood

We translate the strategy into clear next steps, delivered face to face and in writing, so you know what to action and in what order.

Business Manager

Louise Fitzpatrick

We review the key parts of your financial world and provide

written guidance aligned to

your objectives.

General Manager

Luke Borthwick

We translate the strategy into clear next steps, delivered face to face and in writing, so you know what to action and in what order.

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

– Lauren Richards • Client

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.

WholeScaling

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).