Testimonials

Wealthwise advisers have been helping clients achieve their desired lifestyle goals since 1986. Over this time, we’ve helped thousands of people take steps towards financial independence and security.

Wealthwise

5.0

Based on 105 reviews.

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Francesca Pandolfino

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!

Trish Cunningham

Our experience in dealing with Katherinehas 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.

Bianca Abou-haidar

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.

Susan Richardson

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.

Peter Oliver

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.

Barbara Schell

Malcolm Lambert

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

Ian Daniel

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.

glen fanias

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.

Rod Sutcliffe

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 aheadthanks again Julie & Rod Sutcliffe

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