• The biggest risk is to do nothing at all

  • Your future depends on decisions made today

  • We will guide you to achieve

  • Family wealth in the right hands at the right time


GET STARTED

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.

 

Get in touch

Life Stages


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.

Single and earning a reasonable income

Any spare monies that you can make available, why not start an investment program? Starting early will yield you good fortune earlier. It is NEVER TO EARLY to start investing!

About to get married

Perhaps you are both working at this stage and would like to start to invest now for the future OR perhaps you are about to buy a house where you will have a mortgage - protecting your income will be an important decision for you right now.

Starting a family

Perhaps finances may be a bit tighter at this stage, therefore you may have less to invest, so let's look at other options together.

Wanting to invest

You can start this any anytime, but there is one thing for sure - the sooner you start investing the better and the greater opportunity you create for your future.

Starting a business

With any business you will need to be covered with the right insurances. There are a lot of areas in the business that you may not have even thought of.

Wanting to invest some more

What a great idea! - This gives you the potential to grow financially.

Planning for retirement

You may already be close to retiring and are looking for some professional guidance about income, tax and whether you qualify for any Centrelink entitlements.

5 Steps to a better outcome for you


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, our business partner Choice Insurance Solutions 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

Our business partner Choice Insurance Solutions offers a range of comprehensive insurance products to protect your assets.

Find out more

General Insurance

HERE’S OUR TEAM


SO THAT YOU GET TO KNOW US BETTER

OUR TEAM


Larry Ellis

Senior Financial Planner

Doug Sims

Senior Financial Planner

Rebecca Craiggs

Paraplanner

Tania Pink

Client Service Officer

Paula Trutwein

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

CONTACT US


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