Lifestyle Planning

When you become a client of Wealthwise you join our community.

We believe the holistic approach to financial advice should go beyond investments, insurance and
retirement planning. We offer a service that extends past our client’s financial health to incorporate our client’s physical and emotional health. That is why we introduced our lifestyle programme.

From computer classes to lawn bowls and photography classes. What would make a difference to your life right now?

We are open to any suggestions on how we can add value to our client’s lives.

If you have an idea you want to discuss, just call us on (08) 9380 6333.