Wealthwise for Retirement, Superannuation & Investment Advice

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...

Latest News From Wealthwise

Christmas Greeting 2014

Christmas Holiday 2014

              Please note that our office will close at 3pm Friday December 19th and re-open at 8.30am Monday 5th January 2015   … [Read More...]

Important Reminder – Change To Retirement Rules in 2015

Important Reminder – Change To Retirement Rules in 2015

If you are of retirement age or very close, there is a significant Centrelink rule change which will come into force on 1st January 2015. Depending on your personal situation, it could be advantageous to retire before this date. Please talk to us on (08) 9380-6333 at your earliest opportunity if you are even remotely considering retiring, so we can … [Read More...]

Budget Changes For Working Families

2014-15 Federal Budget – 7 Things Working Families Need to Know

  You’ve won some, you’ve lost some. The biggie here is the rise in the retirement age, which the government has been telegraphing for a while. Working an extra 3 to 5 years (depending on when you were born) is going to have a big impact on most people’s long term financial planning. 1. There will be a new Paid Parental Leave … [Read More...]