FAQ

Why do I need professional advice when it comes to financial planning?

We live in a fast paced environment, which can be overwhelming at times. InvestorWise assists clients from various life stages through providing leadership and direction to enable them to achieve financial freedom.

How much money can I expect to spend when I enlist an InvestorWise financial adviser?

The initial meeting with an InvestorWise consultant will only cost your time. All other costs are fully disclosed when your tailored financial strategy is developed. 

What do you do with my information?

Your privacy is highly regarded at InvestorWise. Financial Wisdom Limited complies with the Privacy Act 1988 and as a member of the Commonwealth Bank Group complies with the Group’s Privacy Policy.

Who can you help?

We assist people from various life stages from individuals to families, to business owners to help them discover financial freedom. People from all walks of life are welcome to stop by and meet InvestorWise’s friendly team.  

I’ve never been to a financial adviser before. What can I expect and what are my responsibilities?

You are in good hands with our InvestorWise financial advisers. Prior to our first meeting we will send you a survey to complete to allow us to begin formulating the most suitable plan for you. This is the first part of a five-step process to get you on track to achieving financial freedom. View the steps here. Your responsibility is being completely honest with us about your objectives and in return, we will be honest with you on what you can achieve.

Why should I choose InvestorWise?

We are committed to assisting our clients to get their financial house in order and keep it that way through continued, personalised and professional support from one of our experienced financial advisers.

We understand building strong relationships involves treating each client honestly, respectfully, challenging them with good intent, and making the InvestorWise journey enjoyable.  

What if you can’t help me?

InvestorWise’s experienced advisers are committed to helping their clients reach their goals, with the optimum purpose of getting each client’s financial house in order.

When a client requires assistance or advice that falls outside the scope of traditional financial planning, InvestorWise can facilitate the engagement of other professionals from its trusted adviser network, such as accountants, estate lawyers, brokers and other specialist advisers. This ensures clients receive seamless advice, a result of likeminded parties working cohesively to achieve a positive and consistent outcome.

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