What we do

At InvestWise we are a family friendly business here to guide you along the right path towards achieving a financial independence.

We help to provide this opportunity with our financial planning journey and a range of insurance services to help ensure that you and your family are protected financially against any unforeseen or unfortunate circumstances that may occur.

No-one really likes to think about misfortunes, however the reality is, it can happen anytime to anyone!

Whatever stage you’re at, we will work with you to make the most of what you have.

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Life Events

Whatever stage you're at, we will work with you to make the most of what you have by educating you along the way and providing the best possible solutions to meet your needs.

5 Steps to a better outcome for you

FINANCIAL PLANNING EXPLAINED

REVIEW PROCESS EXPLAINED

INSURANCE EXPLAINED

CLIENT FORMS

NEW TO INVESTWISE FINANCIAL PLANNING EXISTING CLIENTS

GUIDE FOR BUSINESSES

Become a ‘Super Employer’ by providing a well-packaged superannuation program for your employees.

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Become a
‘Super Employer’

Success depends upon the ability and brains of the men and women who put these things to work, you need to look after them and insure against the possibility of losing them.

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Key person
Insurance

In this rapidly changing market one of our group of Companies Choice Insurance Solutions Pty Ltd offers a range of comprehensive insurance products to protect your assets.

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General
Insurance

GUIDE FOR INDIVIDUALS

This is where it all starts! The pathway to your wealth begins right here.

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Investing

Superannuation is one of the most important savings option available to build upon for your future.

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Superannuation

But that doesn’t mean that your lifestyle, assets, and financial independence have to be put on the line.

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Life can be a risky business!

Our quality of life is something we often take for granted.

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Life is great
let’s keep it that way!

Planning early for your retirement is a key to optimising your future.

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Retirement planning

Your future goal is to achieve a level of income that will provide you with a comfortable retirement.

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Income options

Estate planning provides you with peace of mind that your affairs will be in order.

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Estate planning

In this rapidly changing market one of our group of Companies Choice Insurance Solutions Pty Ltd offers a range of comprehensive insurance products to protect your assets.

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General Insurance

OUR TEAM

Larry Ellis

Senior Financial Planner

Doug Sims

Senior Financial Planner

Rebecca Craiggs

Paraplanner

Tanya Pink

Client Service Officer

Melanie Hamilton

Receptionist

Partnerships & alliances

We are fortunate to be aligned with a number of reputable and professional organisations.
We have no hesitation in recommending any of the following businesses to people.

Accountants
Legal Advisor
Recruitment and Human Resource Consulting
Professional Memberships
Publications

The biggest risk is to do nothing at all

Your future depends on decisions made today

We will guide you to achieve

What we do

Whatever stage you’re at, we will work with you to make the most of what you have.

Life Events