We place your needs at the core and build tailored solutions underpinned by ongoing financial management and support.
We offer a range of advice services for individuals and business owners as well as strategies focusing on life events that impact your financial well-being or that of your business such as getting married, having a baby, a separation or planning for retirement.
Our specialist advice areas include:
- Private advice
- Personal risk insurance
- Finance and lending
- Investment advice
- Self-managed superannuation
- Lifestyle financial planning
- Retirement planning
- Aged care services
We’ll help you navigate through the different phases of your life to provide you with the income that you deserve.
We recommend a range of solutions at various stages of your life
Budgeting and cash flow; debt management investment strategies; super contributions strategies and asset allocation; family, income and lifestyle protection; savings bonds and strategies.
Investment strategies; borrowing to invest; super contributions strategies and asset allocation; super vs. mortgage; debt management and recycling; estate planning; asset selection and portfolio construction; family, income and lifestyle protection.
Review position and investment risk appetite; investment strategies, borrowing to invest, bolster superannuation contributions, asset allocation and portfolio construction; accessing superannuation, aged 55; super vs. mortgage, transition to retirement strategies; family, income and lifestyle protection.
Manage capital reserves, continue investments, estate planning, access superannuation while you work; advantages of retiring after 60; Centrelink advice; map out retirement plans and maximise income streams.
Centrelink assistance; estate planning, aged care options, superannuation.
At Wise Owl Financial our goal is to ensure that all parties are working optimally for your financial goals. We work in a collaborative approach with your existing financial professionals including your accountant, lawyer or banker or we can happily recommend our trusted partners for a seamless service to you.
- Statewise Mortgage Solutions – Mortgage and lending
- DW Fox Tucker – Lawyers and estate planning
- MIS Insurance Solutions – Personal and domestic insurance
- Dickson and Associates – Accounting
Our trusted partners are carefully sourced to provide a premium service to Wise Owl Financial clients ensuring that you are all in good hands.