When designing your financial plan, we aim to build a personal, trusting relationship and provide you with peace of mind that your financial strategy is on track. We offer a broad range of services designed to work together to meet your financial needs. Our clients are predominantly situated in the south west of WA (between the two capes – Leeuwin and Naturaliste) including Busselton, Dunsborough, Margaret River, Augusta, Capel, and Bunbury.
Specialist services
We can help with your complex business and personal finance needs, including business planning, estate planning, salary sacrificing, retrenchment and redundancy, and social security / Centrelink benefits.
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Financial Wisdom is responsible for financial planning advice provided by me as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of my authority under Financial Wisdom. Financial Wisdom is not affiliated with nor does it endorse other business activities conducted by me.