Jennifer and I cannot speak highly enough of Wealthwise. Back in the day, we asked a friend to help us with our financial planning, as I was to retire and needed support for my wife and I through our years prior to transitioning into a "home" not anymore ...
The guys at Wealthwise, especially Michael and more recently Nelson have not only set us up to live well way past the age when we don't want to be here anymore, but for us to feel confident that we will have something for our three kids which, for us, is a priority. Michael has been amazing from Day 1 and more recently, Nelson is a contact who understands and goes out of his way to assist. Do yourselves a favour, have a chat, coffee with Michael and you might be surprised ...
Richard and Jennifer.
Richard and Jennifer Wallace
We have seen Ashley for the past 15 years and he has guided us with our investment and insurance policies.
He always has our best interests at heart which means not having to worry about our future. He is so knowledgeable, and his professionalism in addressing every query or concern we have is absolutely outstanding.
We have recommended his to all of our family and friends.
Neelam Samnakay
We have been with Wealthwise for a little more than 10 years and Ashley has been our Financial Advisor throughout this time. I cannot reiterate enough how happy we are dealing with him. He always has our best interests at heart which means we can relax and have total peace of mind, knowing that we are in good hands and not having to worry about anything. His knowledge is incredible, his professionalism in understanding and addressing every query or concern we have is outstanding. We are so grateful to him and so thankful that we made the decision to go with Wealthwise.
Russell Jones
Highly recommend Paul Turner and he s team at Wealthwise.
Paul has been looking after our superannuation & life insurance for 5 years.
Explains everything in language we both understand.
George Obank
Ash Britton and Wealthwise have supported us with extensive financial knowledge of our unique situation that allowed us to make the best possible decisions for our finances and our future.
Julie Jardine
I've been incredibly impressed with Wealthwise and their services, particularly the expertise of our advisor, Ashley. He provided a truly thorough analysis of our current financial situation, leaving no stone unturned. Ashley's knowledge is evident, and he took the time to explain everything clearly, ensuring we understood the recommendations. Based on his analysis, he offered excellent advice on how to maximize our investment returns and plan more effectively for our future. We're very happy with the service we've received and highly recommend Wealthwise to anyone looking for financial guidance.
Noviyani -
Wealthwise has been an outstanding partner in managing both our personal and business financial needs. From the beginning, their expertise and professionalism have stood out. Matt Wood, our main point of contact, has been especially impressive. He is always prompt, thorough, and focused on delivering sound advice tailored to our needs. His ability to cut through complexities and provide clear, actionable solutions has been invaluable in ensuring we achieve the best possible outcomes.
What I believe sets Wealthwise apart is their commitment to their clients is when a need arises outside their scope, they don't hesitate to connect us with trusted specialists who can assist in those areas, ensuring we’re always in capable hands. This level of care and attention to detail reflects their dedication to building long-term relationships based on trust and results.
We couldn’t be more satisfied with the service we’ve received and would highly recommend Wealthwise to anyone looking for knowledgeable, reliable, and client-focused financial advisory services.
Adam Hurlbatt
Had my annual meet with Donovan (Which I recommend for an Advisor), he went through all the details that I wanted to know, regarding my superannuation and life insurance where it was at and where it is now (Glad to see it’s not going backwards) 👍🏽 muchly appreciated. Thank you
Abbydo AR
Ashley has been my financial advisor for many years assisting with saving for retirement and retirement planning and now managing my superannuation. I have been very happy with his advice over the years,
Jennifer
Just great advice, a pleasure to deal with.
ALLAN CAIN
Ive been a client for over 10 years now. I have nothing but praise, respect and gratitude for Ashley Britton and the wonderful team at Wealthwise. They all have excellent customer service. Ash’s professionalism, knowledge, advice, and his ability to explain things simply and clearly to me (when I initially had a large debt and fear of numbers and budgets) was superb! Im now more financially secure, savvy and don't dread my annual reviews! Thanks so much Ash & Wealthwise!
Francesca Pandolfino
Our experience in dealing with Katherine
has well exceeded our expectations.
She has an ability to impart financial information in a clear, precise and understandable way. Our meeting with her was both relaxed and proactive in terms of the information she gave and the objectives we were seeking to achieve.
Would highly recommend Katherine to anyone seeking financial advice.
Trish Cunningham
Donovan Wilson has been my amazing financial advisor at Wealthwise for almost a year now. I'm so grateful for all of his advice, patience and understanding. He really takes the time to explain and communicate things effectively and has enabled me to walk away with so much confidence regarding my financial future. Thank-you so much for all of your help Donovan! It's much appreciated.
Bianca Abou-haidar
All the staff, especially Yogita, are unfailingly friendly and helpful. Their taking responsibility for contacting Centrelink on my behalf has reduced my stress significantly. Thanks everyone, especially you Yogita and thanks for the hug just when I needed it.
Susan Richardson
A good friend of mine asked if we had were getting Financial advise as we approached 55 we said no and he told me about the great job Wealthwise was doing for them and how there advise had changed the way they say their lives in retirement, and they have done just that for us too, so my advise if you have or haven’t got a Financial adviser talk to Weathwise, because they do what they say they will and it works if you say with the plan, Yogita Patel is our adviser, and I’m not sure that she could work any harder to help us so thank you Yogita. They are so thoughtful they even put on a Golf Day this week which was really enjoyable, and we had a chance to meet the rest of the team and they are all very friendly, Thank you for a wonderful day.
Peter Oliver
They have looked after myself and my wife for years, always keeping an eye on our portfolio for better opportunities and willing to listen to your questions and concerns
Malcolm Lambert
First impressions are very impressive having had an initial consultation. Kath had plenty of time for us, explained everything very clearly and answered all of our questions. So far very happy.
Ian Daniel
My wife and I have invested with Wealthwise for the last 7 years now with nothing but great experiences from the team. My Advisor Paul, is not only experienced, which is a great peace of mind, but is also very patient. He makes the time for me, which allows me to ask questions of strategies and products I am not familiar with and explaining the answers to these questions in a way I can understand. Overall, Very happy with Wealthwise.
glen fanias
My Wife and I very happy with the advice and support from Paul Turner and the team at Wealthwise. Very supportive,and assisted us with our needs . Some very good advice given , very professional we look forward to some good years ahead
thanks again Julie & Rod Sutcliffe
Rod Sutcliffe
I have be with Wealthwise for few years with Joseph H. Very professional and very happy to work with Joseph to build my assets.
Fra Ho
Kath C is excellent at what she does, She is Very knowledgeable and friendly.
Frederick Richards
Paul is very professional with our dealings and provided sound advise with different options to achieve our life goals.
Darren Lim
