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Lending you a hand, to take financial control of your life!
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Lending you a hand, to take financial control of your life!
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Lending you a hand, to take financial control of your life!

 

Financial Planning That Is
All About You

Wise Owl Financial is a Financial Planning business that aims to be different.
It is all about you.
We have offices in Adelaide and Perth and we’d love to start helping you achieve your financial goals.

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Having a baby

Having a baby

getting married

getting married

Separating or getting a divorce

Separating or getting a divorce

Planning for your retirement

Planning for your retirement

These plus many other events in your life is when you need professional advice.
A simple informative conversation with one of our financial consultants can reduce the stress of planning and guesswork for your financial future.
Phone or email one our experienced financial planners today for us to give you a no obligation initial consultation. This is FREE.
You are busy, may not be able to come into our offices, we are happy to work with you either by email or skype to minimise the amount of face time.
It is all ABOUT YOU.
Engaging a professional can be sometimes confronting we have built our business over many years based on providing Advice not by selling product.

Why Choose Us

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Wise Owl Financial place their client’s needs at their core and build tailored solutions which are underpinned by ongoing financial management & support. We work with our clients to help them achieve their financial & lifestyle goals and have been providing these solutions to our clients for two decades.
Wise Owl Financial is focused on building long-standing relationships with our clients. With a broad range of specialised financial services, your adviser will provide you with the security and comfort of dealing with someone you can trust.

Our specialist advice areas include
  • Private Advice,
  • Personal Risk Insurance,
  • Finance & Lending,
  • Investment Advice,
  • Retirement Planning,
  • Aged Care Services,
  • Self-Managed Superannuation and
  • Lifestyle Financial Planning.
Our goal

Our goal is to understand you, provide
personalised advice at a competitive price.
Our difference is that we want to make dealing with us easy, by communication via electronic means where that suits our clients we can reduce your costs and create a long lasting convenient relationship that deals with your financial problems and needs.

 

Planning Ahead

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Financial Planning is about planning ahead.
You may have an initial burning issue that you want addressed immediately but there are a number of associated financial issues that people miss.

Having a baby

Having a baby

getting married

getting married

Separating or getting a divorce

Separating or getting a divorce

Planning for your retirement

Planning for your retirement

specialist interests

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Centrelink

Centrelink

Pension Planning

Pension Planning

Tax Planning

 Unexpected Funds/Inheritances

Self Managed Super Funds

Self Managed Super Funds

Aged Care

Aged Care

keep in touch

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Perth

Level1/100 Havelock Street
Perth WA 6005
Ph 1300 858 492
Fax (08) 8373 5481
Email: info@wiseowlfinancial.com.au

Adelaide

27 King William Road
Hyde Park, SA 5061
Ph: 1300 858 492
Fax: (08) 8373 5481
Email: info@wiseowlfinancial.com.au
Postal Address: PO Box 3217
Unley, SA 5061

sydney

Level 13/135 King Street
Sydney, NSW 2000
Ph: 1300 858 492
Fax: (08) 8373 5481
Email: info@wiseowlfinancial.com.au

Charities and Testimonials

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Interplast

Through our connection with Rotary, Australia, Wise Owl Financial are proud financial supporters of Interplast ( www.interplast.org.au ) – a not-for-profit organisation helping people in developing countries with access to high quality surgical, medical and allied health services. Funds raised help send qualified Australian and New Zealand volunteer plastic and reconstructive surgeons, anaesthetists, nurses and allied health professionals to the Asia Pacific region to provide free surgical treatment for patients who would not otherwise be able to afford access to such services.

“Very recently Bob represented me in a delicate financial situation. I had complete faith and trust in Bob during this time and found him to be professional at all times but also very personable. My financial situation is now in the process of being given a complete overhaul with excellent advice provided by a caring, ethical and consummate professional. I feel completely confident in dealing with Bob with my financial future”.
“I would recommend Bob and Wise Owl Financial (formerly Wealth Plus Solutions) as a great financial planning solution to anyone”.

Julie Scarce

“It was a fortunate day for me when I met the Principal of Wise Owl Financial (formerly Wealth Plus Solutions), Robert Crane. Bob put together a financial plan which put me on a path of financial stability with the hope of a reasonable superannuation when retirement day finally arrives! I had experienced some very bad financial advice but Bob’s kindness helped restore my faith in trusting someone with my financial affairs. I am forever grateful and have had no hesitation in recommending Wise Owl Financial to friends”. “Thank you Bob and your wonderful staff”.

Celia Falconer

“After having a very negative experience with a Financial Planning service, we were reluctant to ever put our financial future into another Planner’s hands…until we met Bob and his team. Bob renewed our faith in the industry by helping us through a difficult financial situation with expert advice, honesty and integrity. Both Bob and Anne consistently provide a professional and caring service that makes us feel like people and not numbers”.

Steve & Cate Schreck

“I first met the Principal of Wise Owl Financial (formerly Wealth Plus Solutions), Robert Crane when he came to Adelaide to start his business here. Bob was very sympathetic to my financial situation which had deteriorated markedly due to bad financial advice during the Global Financial Crisis, and in consultation with me he was able to put together a plan to help turn around something that was overwhelming me. In all my dealings with Bob I have found him to be empathetic and transparent and I know that he is working for me and my best interests. I am extremely grateful that Bob came along when he did as I had no idea how I was going to move forward. I would have no hesitation in recommending Bob and Wise Owl Financial .

Jude

“I have been with Rob Crane and the team from Wise Owl Financial (formerly Wealth Plus Solutions) for a few years. I have found them to be totally professional, approachable and intense in their support for a customer. Without hesitation, I would thoroughly recommend anybody that is looking for financial planning to use this company”.

Peter Schreiner

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