Welcome to 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.
Take a look at our simple five-step advice process to see how we work with you.
We analyse and advise on your entire wealth position so that nothing gets left out.
This is a set of core values which drive our business model and interactions with clients.
There may be areas where we need to lean on others. Our trusted adviser network is here to help.
You wouldn’t build a house without a design and a strong foundation. Your wealth should be no different.
Meet your advisers and the team.
- Investment Planning & Wealth Creation
- Superannuation & Retirement Planning
- Cashflow Management
- Debt Management
- Protect – Insurance
- Self Managed Superannuation
"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 their knowledge and help."
Vyv and Keryn (Redland Bay)
"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 we are professional at what we do we need people like yourself to guide us forward with your knowledge in the areas we lack. I’ve been disappointed with with a lot of service providers in recent times, it’s comforting to know that there are still professionals out there that can deliver."
"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 mortgage (years ahead of when we would have by ourselves) and are well on the way to achieving the next milestone on the path to financial independence. We have found Boyd to be an open, honest adviser who explains all our options and gives us his considered opinion regarding questions we ask him. He ultimately leaves the final decision to us which we enjoy as we feel educated and informed about our options."
Mal and Kym (Highvale)
"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 ensure that we were making the most of opportunities – and also planning for our future. From the very beginning and to today, we have felt that Boyd is working with us. He is as much a financial advisor as he is a partner in our goals, and a friend. While we know we still have some time before all our goals are achieved, we have every confidence that, with thanks to Boyd, we will be able to achieve them."
Anthony and Kelly (Wakerley)
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At Investorwise, we believe anything worth achieving takes
determination, passion, persistence and clear vision.
This information has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained here is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. In addition, the examples provided in this content are provided for illustrative purposes only. Although every effort has been made to verify the accuracy of the information contained in this content, Infocus, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this content or any loss or damage suffered by any person directly or indirectly through relying on this information.
“Investorwise Financial Pty Ltd ABN 57 814 121 070 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523”