discover the freedom of having choice
discover the freedom of being in control
discover the freedom of having more time
discover the freedom of early retirement

our approach

At InvestorWise Financial, our focus is enabling individuals, families and business owners to discover and maintain their financial freedom. We engage clients via a five-step process.

discover your freedom

About InvestorWise...

At InvestorWise, we believe anything worth achieving takes determination, passion, persistence and clear vision.

We are committed to ensuring that our clients have the best chance of achieving their financial goals and lifetime lifestyle choices. We establish an environment of trust and support so they have total peace of mind that their affairs are being looked after at all times by keeping their financial house in order. We help our clients make appropriate and informed decisions about securing a rewarding financial future.

Based in the southeast Brisbane suburb of Woolloongabba, we have partnered over 500 clients to achieve financial success for more than 25 years.  

With 40 years’ combined experience in the financial services industry, the Investorwise Financial team deliver personalised and professional solutions to a diverse range of clients at different stages of their financial journey. This page contains general advice. It does not take into account your objectives, financial situation or needs.

Key areas of advice include Aged Care, Cash Flow Management, Investment Planning, Retirement Planning, Risk Management and Self Managed Superannuation.

This web page contains general advice. It does not take account of your objectives, financial situation or needs. You should consider talking to a financial adviser and read the relevant Product Disclosure Statement (PDS) before making a financial decision. Information in this web page is based on regulatory requirements and laws as at 1 May 2017, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Investorwise Financial Pty Ltd, its related entities, agents and employees for any loss arising from reliance on this document.

I just wanted to say how impressed I am with your level of professionalism. We feel at ease with you and you are happy to answer our questions without being intimidating. Whilst...
Terry (Chelmer) read more
Throughout our time with them both my wife and I have formed a great relationship with anyone we have had to contact and we feel we would be struggling a great deal if it wasn’t for...
Vyv and Keryn (Redland Bay) read more
We were first referred to Boyd in 2008 through a colleague at Anthony’s work. At that time, we felt we were doing a pretty good job of managing our finances ourselves, but we wanted to...
Anthony and Kelly (Wakerley) read more
Our financial plan has achieved all of the goals we initially set and more, while taking the worry out of investing. We can see now that after only a few years we have cleared our home...
Mal and Kym (Highvale) read more