Wise Investments

read moreBecause we're co-investors, you can be sure we're in this together, every step of the way. Like slow-cooking, our long-term value approach requires patience but ultimately delivers better results. Over time, we forge strong, enduring relationships with our investors. We strive to be open, honest and straight talking and make sure we run our independent, employee-owned business ethically. We offer a range of financial planning services from an overall review of your financial affairs (including a review of existing investments for new clients) to retirement planning, inheritance planning, tax planning and arranging insurance policies.

read moreOur team of highly qualified and experienced financial planners, technical analysts and administrators are able to offer a range of services to suit your current circumstances. We are able to carry out a full review of your financial situation, provide a full financial plan to meet your future goals, reorganise your existing financial arrangements, and provide a full ongoing management and review service. Your financial planner at Wise will work with you to fully understand and review your existing financial arrangements, and future aspirations and requirements.