About us

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).

As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, 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. For further details please refer to the Group’s privacy policy.

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

We will…

  • Treat you fairly and with respect
  • Challenge you with good intent
  • Be honest in all our dealings
  • Help you enjoy the journey

Your dedicated team

Boyd Brown
Principal and Financial Adviser

A financial adviser for more than 28 years, and a business owner for 23 years, Boyd Brown has witnessed the many changes and challenges within the financial industry.

Boyd has felt privileged to work with a diverse range of clients at various life stages to help them achieve their goals and discover their freedom, negotiating the many pitfalls and hurdles life presents.

Boyd and his InvestorWise team work with clients to identify what is important to them, while providing a roadmap to reach their desired outcomes.

With the rules and regulations governing investment markets and the financial planning industry constantly changing, Boyd takes pride in assisting clients to navigate these changes.

Boyd has completed an Advanced Diploma in Financial Services (Financial Planning) and participates in an ongoing learning program to stay ahead of changes likely to impact his advice to clients.

Outside work, Boyd enjoys working out at the gym, is a keen cyclist, enjoys photography and researching his family history.

Click to access Boyd’s Financial Services Guide

Connect with Boyd on LinkedIn

Steven Bott
Financial Adviser

Steven Bott is committed to helping people overcome financial challenges so they can achieve their goals and obtain financial freedom.

With his InvestorWise team, Steven provides holistic advice to his clients, with cash flow management and establishing asset ownership, integral elements of his strategies.

Having been in the industry since 2008, Steven has witnessed many of the challenges Australians face when it comes to their finances. He is driven to help people in all stages of life overcome these challenges through simplifying their financial situation.

Steven’s professional experience began in Wealth Management at an investment platform and as a natural progression, he transitioned to Financial Advice.

Throughout his career, Steven has worked in Japan, New Zealand and Australia with specialties including working with data and providing end-to-end advice.

Steven is duly qualified with an Advanced Diploma in Financial Services (Financial Planning), which supports his Bachelor of Commerce in Commercial Law and International Business with Honours.

After enjoying time with his new son, Steven’s spare time is spent studying an MBA with AGSM, with a focus on Finance and Energy Economics.

Click to access Steven’s Financial Services Guide

Connect with Steven on LinkedIn

Claudia Angel
Client Service Officer

Hailing originally from Colombia Claudia's vibrant Hispanic personality will greet you when you make contact with the office.

Claudia has a Masters Degree in Professional Accounting and she is keen top further her studies into Finance.

She enjoys good coffee, has an orange belt in karate and loves animlas, she currently has a rescued greyhound as a pet.

Claudia loves life and meeting new people.

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