Wealthwise for Retirement, Superannuation & Investment Advice in Perth WA.
People go to financial advisers because they don’t have the time, knowledge or skills to manage their own finances. Wealthwise's Financial Advisers are trained to help you maximise your financial situation.
Keeping up with constant changes in laws and regulations about tax and superannuation, understanding market movements and selecting the right investment opportunity can be a minefield. Most people just don’t have the time to stay up to date with all these issues, but it’s something financial advisers do every day. Read here why you can trust in our experience...
Finances have always been a virtual unknown territory to me so I had no idea who to turn to after quitting full-time work.
A friend strongly recommended Wealthwise & adviser Jamie Luxton to me and I have never looked back since.
More recently, he had helped us with regards to allocated pensions, superannuation and retirement planning.
His recommendations have allowed us to save a considerable amount of tax and to build an effective nest egg for our eventual retirement.
(Our Wealthwise Adviser) Paul Turner is the type of person that we welcome into our home and love having him visit not just because he is great with advice and financial guidance but he is honest, truthful and a really nice person.
First had a chat with Jamie Luxton and discovered the Keystones to unravelling the secrets of Financial Security – Discipline, Trust and Sound Financial Advice.
We then implemented a plan based on the above fundamentals.
Important Information: Financial Wisdom is responsible for financial planning advice provided by us as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of our authority under Financial Wisdom. Financial Wisdom is not affiliated with nor does it endorse other business activities conducted by us.
Call Now: 08 9380 6333
Business fax 08 9381 2728
436-438 Vincent Street West
West Leederville, WA, 6007