Financial Advisors: Putting You First
Managing your finances doesn’t have to be a chore. With the right financial advisor, putting a financial plan in place can be an exciting first step to financial freedom, achieving your dreams and providing for your family.
As a Fee Based Financial Advisor, we decided a long time ago to move to a model where clients pay us directly through a transparent fee structure, rather than product commissions. We were one of the first firms in the country to do this. Our mission is to help you put in place a realistic and efficient financial plan, customised to your own goals and aspirations.
We promise to act in your best interests at all times, and all we ask from you is that you enter our financial planning process with an open mind and ambitious goals!
We are financial advisors that help you put some structure to your finances and organise your life in order to achieve those short, medium, and long-term life dreams. We advise a very diverse range of clients including retirees, self-employed individuals, company directors and senior management on early retirement, selling your business or just putting enough aside to put your kids through college. We don’t push products, we just focus on your life, your dreams and your family security.
The team at Investwise are passionate about taking a holistic approach to your finances, through comprehensive financial planning, lifestyle and career discussions and investment analysis.
Using world class analysis and modelling software, we are in a position to give completely impartial
advice on all aspects of your finances using the in-house expertise of our CFP qualified advisors, and a very strong panel of partner advisors in accounting and tax.
Investwise are a fee-based financial advisor firm, talk to us today by calling 01 4433239