services

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.

Retirement planning

Start planning now and retire when you choose.

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Investment

Make smart decisions to successfully grow your wealth.

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Superannuation

Save tax and maximise your potential returns.

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Insurance

Protect your loved ones, your lifestyle and your business.

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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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Important Information

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.

Make an appointment with an adviser today

Unit 2
12 Prince Street
Busselton, WA, 6280

Phone: 08 9751 2022
or email us