At InvestorWise Financial, we are passionate about working with individuals, families and business owners to help them get their 'financial house' in order so that they can achieve their personal and financial goals and discover financial freedom.
Based in the southeast Brisbane suburb of Woolloongabba, we have partnered with over 700 clients to achieve financial success for more than 25 years.
With 40 years’ combined experience in the financial services industry, Boyd Brown and his team deliver personalised solutions to a diverse range of clients at various life stages from establishers to retirees.
Clients are presented with a personalised plan or a ' strategic roadmap' which is that is regularly revisited to allow for changes to personal circumstances over time. In this way we are able to benchmark progress so clients always know where they are on the journey.
At InvestorWise, our team maximises each client’s potential to achieve their personal and financial goals by providing leadership and direction.
Commitment and personal service empowers our clients to succeed and obtain ‘peace of mind’ knowing they are in safe hands and that they can protect and provide for those most important to them.
The business works on a fee for service basis only so all clients know their costs before they proceed. Each client is provided with a scope of work for upfront fees and an ongoing service agreement where ongoing services are provided.
Boyd Brown, Steven Bott and InvestorWise Financial Pty Ltd are Authorised Representatives of Financial Wisdom Limited (ABN 70 006 646 108; AFSL 231138).
Boyd Brown is an Authorised Credit Representative of WB Credit Management Pty Ltd ABN 35 145 544 018 Australian Credit Licence No 386671
We believe financial planning is…
- Building for the future
- Protecting those who are important to you
- Having a trusted confidante
- Peace of mind knowing you are in safe hands
- Treat you fairly and with respect
- Challenge you with good intent
- Be honest in all our dealings
- Help you enjoy the journey