www.wealthwise.com.au

Financial independence is an ideal that many people aspire to. However the journey is not so much in achieving financial independence but more what it can buy. For most of us, it is the lifestyle we want and the financial freedom to make decisions that will benefit the way we aspire to live our lives.

How we can help you
Every individual has completely different goals and aspirations. Our advisers will take you through the advice process, from understanding your situation, presenting recommendations through to implementing solutions.

Our expert services include
  • Investment advice
  • Superannuation (including SMSF) advice
  • Tax effective strategies
  • Personal and business risk insurance
  • Income protection
  • Retirement planning
  • Overseas pension transfers
  • Debt reduction
  • Corporate superannuation plans
  • Business succession plans
  • Direct shares
  • Gearing strategies
We also have a panel of referral professionals to assist in areas outside of financial planning, including mortgage broking, accounting, general insurance, wills and estate planning.

About Us

Since 1986 Wealthwise has been helping clients achieve their desired lifestyle. The experience and knowledge we have gained over that time allow our clients to trust us to help them successfully achieve their financial and lifestyle objectives. Our vision is to build a trusted brand, recognized for its specialist expertise and innovative advice, making a powerful difference in people’s lives.

Wealthwise is an award-winning financial planning company whose dedication to putting the client first has consistently led to recognition within the industry, including Financial Wisdom National Practice of the Year 2015. Wealthwise also won the IFA Investors Choice Awards in the financial adviser category for WA. The IFA Investors Choice Award are an industry first and is the only industry award dedicated exclusively to boutique and non-aligned financial advisers.

We pride ourselves on exceeding clients’ expectations, forming long term relationships and offering a comprehensive range of services that ensure we make a powerful difference in our clients’ lives – whatever your stage in the financial life cycle.

Wealthwise Pty Ltd is an Authorised Representative of Financial Wisdom Limited     ABN 70 006 646 108     AFSL No.231138
Financial Adviser:
Yogita Patel

BA (Hons), AdvDipFP
 
Address:
436-438 Vincent Street West,
West Leederville,
WA 6007

Email

yogita.patel@wealthwise.com.au

Web
www.wealthwise.com.au

Telephone
08 9380 6333 / 0423 900 884
 
Fax
+61 8 9246 2039