Larry Ellis created Investwise Financial Planning with a vision to provide more independent advice than his previous role with the bank. Since 1988 Larry was employed in various sections of Suncorp including Superannuation, Pensions and Risk management areas to gain the experience to advise clients in their financial planning needs. In 1992 he was mentored by his father and subsequently formed a family business which now employs 9 staff and provides financial planning advice to bank clients.
He made the decision to provide more independent advice so created Investwise Financial Planning and together with a support team of technical, advisory and administration personnel work together to ensure you obtain the right advice.
Which chapter suits you now?
- Planning retirement
- Already retired
- Invest smarter
- Other financial decisions
Making the right financial choices is one of the keys to a secure and happy future. We have the experience, tools, education to guide and advise you.
