About Us

Welcome to Investorwise

Financial Advice

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.

Investorwise Financial Pty Ltd is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049; AFSL 236523).

INFOCUS SECURITIES AUSTRALIA PTY LTD
ABN 47 097 797 049 AFSL No. 236523

Boyd Brown

Adv Dip FS (FP), SSA Financial Adviser | Authorised Representative

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.

INFOCUS SECURITIES AUSTRALIA PTY LTD
ABN 47 097 797 049 AFSL No. 236523

Steven Bott

BCA (Hons), Adv Dip FS (FP), MBA (Exec) Financial Adviser | Authorised Representative

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 establishing asset ownership and protecting family cashflow 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. He also obtained his MBA (Executive) from the Australian Graduate School of Management (AGSM) in 2018.

Steven’s three children keep him very busy, and when time allows he spends time at the beach kitesurfing.

Investorwise Financial

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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”