Our Trusted Partners

our trusted partners

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.

statewise mortgage solutions - mortgage and lending

Statewise Mortgage Solutions is an independently owned business which assists customers with their financial solutions. They are accredited with many of Australia’s lending institutions and are sure to find the right home loan solution to suit your needs. Customers can choose from a wide range of competitive products from our lenders.

Statewise Mortgage Solutions are a member of the Mortgage and Finance Association of Australia (MFAA) and the Credit Ombudsman Scheme Ltd (COSL). This gives you the comfort that you are dealing with a true industry professional with experience and a high standard of customer service.

Service includes:
  • Home loans
  • First Home Buyers
  • Refinancing existing home loans
  • Debt consolidation
  • Investment loans
  • Top up existing loans
  • Construction loans
  • Low Documentation loans
  • Lines of credit
  • Home loan health check
  • Lending against equity in your property
  • Credit impaired loans
  • Property sales reports

Lauryn has been a mortgage broker since June 2002 and opened Statewise Mortgage Solutions in May 2011. Lauryn is a keen golfer in her spare time and she has also been fundraising for Variety the Children’s Charity for just over 20 years in South Australia.

MIS - Managed Insurance Solutions

Managed Insurance Solutions (MIS) is a Multi Insurance Agency & Brokerage, authorised to provide Insurance solutions on behalf of Australia’s Major Insurers. Originally starting in Berri SA, we now provide 4 Office locations situated in Aldinga Beach, Berri, Murray Bridge & Waikerie.

Regionally based in South Australia, locally owned and operated providing over 40 years’ experience within the Insurance Industry, servicing clients throughout Australia Rural & Metropolitan areas.

Our Brokerage provides a “Hard to Place” facility which opens up our access to the majority of Insurance Options available Australia wide.

“Working with You” – We are proud of our mission statement, we endeavour to find the cover that suits your situation plus saving you time and money.
“Claim Service” – Our staff will work with you to ensure your claims are assessed professionally, with the Insurer placing you back into the same situation as prior to the incident.

DW Fox Tucker Lawyers - Legal Services

DW Fox Tucker is a leading independent South Australian commercial law firm specializing in the area of Estate Planning. With a team numbering in the mid’ 80s, many of whom are nationally recognised standouts in their field, they are able to offer an outstanding breadth of experience and the capability to handle commercial matters of any size or complexity.

Their services/expertise include advising on matters involving:
  • Wills and Succession planning (including Enduring Powers of Attorney and Advance Care Directives)
  • Probate and Administration
  • Superannuation
  • Family Provision Claims
  • SACAT Hearings (including Guardianship and Administration Orders)
  • Elder Law

Mark brings over 45 years’ experience in all forms of commercial law. With a Masters in Corporate and Finance Law, and having worked in a wide variety of professional environments – everything from large national firms to running his own practice – he has acquired a vast breadth of knowledge and understanding that allows him to service businesses of any size. Mark regularly advises clients on matters involving business succession and estate planning.

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