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Investment Advice

You are most likely here because you recognise the important role that investing can play in helping you to achieve your desired financial future.

With a universe of investments to choose from, discovering where to start or if your current approach is optimal for your desired outcomes is no simple task.

At Advise Wise we can make this process simple by tailoring an investment solution to actively work towards your financial goals, taking into account the expected and the unexpected, and selecting investments for you that are most suitable for the outcomes that you are seeking.

Have You Asked Yourself?

  • What should I be investing in?
  • Am I taking too much or too little risk?

  • Are my investments aligned with my goals?

  • What is my approach or philosophy when it comes to investment?

  • What investment solution is right for me?

  • How do I maintain discipline as an investor?

  • Should my investment strategy change? When and why?
  • Is using debt a good idea when investing? How and why?
  • Is my investment approach tax effective?

Who Our Investment Advice Is For?

When You Partner With Advise Wise We Help You

Build An Investment Strategy To Achieve Your Goals
Build Wealth In A Diversified & Cost Considered Manner
Maintain Wealth & Generate Income
Utilise Surplus Savings & Earning Potential
Reduce Complexity Surrounding Investment Decisions 
Provide An Objective Third Party
Perspective
Remove Stress & Anxiety
Surrounding Your Investments
Enhance Your Financial
Knowledge Of Investments
Reduce Risk From Your Investment Choices

Our Investment Advisers

Meet The Team


We have an award winning team of financial advisers ready to help you meet your financial goals with a specialist available for all scenarios. 

Our Success Stories

“We have worked hard to earn our money and we expect our financial planner to be across where we are now, where we want to go, what is the most intelligent thing for our money and how we can minimise risk. Advise Wise take their role very seriously. They come up with ideas that we hadn’t considered. We have a much clearer view of our financial future. When we were invited by a friend to co-invest in a project, they was able to work with us to objectively assess the merit of the investment and help us make a decision.”

“We had a number of financial planners before Advise Wise and some bad experiences. They came highly recommended by our accountant and I just wish we had met them earlier. They are careful and understand what we need to do. They are so thorough. They always gets back to us and do what they say they will do. We feel that if something happened to one of us, they would be a great support to the other one.”

“I came to Advise Wise because I had no idea how to set myself up for a secure future. I had a good income but poor money habits and no idea what I should be doing. I didn’t want to be in the same position as my family. Advise Wise has set me up in a great way and shown me the things I needed to do. I am in very good hands.”

“We rate Advise Wise highly because they are very professional, highly educated and across so much financial stuff. Not only do they look after us, when my mum needed to go into aged care, they were able to provide us with really valuable advice in this area as well.”

“The approach of Advise Wise to our financial situation has been thorough and professional. They have brought our whole financial situation into order so that we have a good sense of where we are at. They have been able to simplify things, cut to the chase and point out what was working and what was not and saved us a fortune in fees. We are in a much better state. We know we are putting money in the right places. We know where we stand now. We have a clearer idea of where we will stand.”

“Advise Wise have really educated me about money and I am now in a much better position than I could ever have been on my own.”

“Advise Wise has given us options. My accountant recommended I speak to them because they specialise in advice to women.”

“After my divorce, I wasn’t sure of the best use of my money. Advise Wise have given me great advice in getting ahead, not to panic, and how I need to take the best care of myself and my family.”

“I can always ring Advise Wise. I can ask them any question. They are right across my whole financial situation and make me feel more confident.”

“When I got divorced, I was suddenly alone. Advise Wise have been a great support. They play a really important role for me. They check in on me. They have my best interests at heart. I can ring them when I get confusing paperwork.”

“When I suddenly became widowed, Advise Wise was there for me. They have been a great help to me in my new situation. I feel that I can talk to them. No question is too silly and they help me with my concerns and worries. I can’t do it on my own. They know how I don’t want to take too much risk. They explain things to me in a way that I understand and are always willing to listen to me. I feel much more comfortable knowing that Advise Wise are there to help me.”

What Are You Waiting For?

Book a consultation and see how we can help you achieve your financial goals.

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