Our Services

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 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.

They are:
  • 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.

Talk to our team

There are many events in your life when professional advice can help to plan a better and brighter future. A conversation with one of our trusted financial consultants can reduce your stress and take the guess-work out of planning for your future. Talk to one of our experienced financial planners today for a complimentary, no obligation initial consultation. If you are unable to come into our office, then we are happy to talk with you on the phone or via Skype to make the best use of your time.

Don't hesitate to contact us to learn more about our services