ESTABLISHED AND EXPERIENCED
Moneywise Personal Financial Management is a privately owned boutique financial services firm, which was established over 30 years ago. During that time we have successfully helped our clients create, manage and protect their wealth through many different investment cycles.
Moneywise is not owned by a bank or any other financial institution. Our highly qualified team is the perfect size to give our clients individual attention while drawing on a wide breadth of knowledge and experience.
PERSONAL ATTENTION
We consider the particular needs and circumstances of individual clients and recommend what is best for them. Our advice is supported by extensive research and operational resources and based on a sound investment philosophy that has withstood the test of time.
Moneywise staff includes certified financial planners, equity specialists, portfolio accountants and administrators. We are committed to ongoing professional development and training to ensure our clients receive the highest quality up-to-date advice and service.
Our senior financial planners are accredited Self Managed Superannuation Fund specialists.
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