Managing your finances doesn’t have to be a chore. With the right financial advisors, putting a financial plan in place can be an exciting first step to financial freedom, achieving your dreams and providing for your family.
As Fee Based Financial Advisors, 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.
Money is not the end goal but the freedom and possibilities it can bring.
Check out the Investwise Financial Planning Impact Report here.
View PDFWe offer our clients fee-based financial planning, pension and investment advice. Being ‘fee-based’ sets us apart from most financial advisor firms. We are passionate about representing our clients’ best interests at all times and make the following guarantees.
Clients will come away from our initial financial planning process with a clear understanding of their current financial position. We will put a comprehensive plan to help them achieve their life goals and dreams.
Established
Clients
Staff
FUM
By submitting your data, you are providing us with some level of personal information. This information is not stored on our website database. However, in order to respond to your enquiry, your data is emailed to our website email address where it is saved. Additionally, we may use your contact details to send you marketing material in the future. You may unsubscribe from any emails you receive following our first reply. We do not pass your data on to any third parties.
