About Us

Since its foundation in 1986, Wealthwise has become one of the biggest privately owned financial planning companies in Western Australia. With offices in Leederville, Joondalup and Gosnells and over 30 staff, Wealthwise is able to offer advice on a wide range of financial services and products including Superannuation, Pensions, UK Pensions, Transition to Retirement, Salary Sacrificing, Self-managed Super Funds, Insurance, Annuities, Investments, Gearing, Structured Products, Education Savings, Aged Care, Estate Planning and Funeral Bonds. Wealthwise Pty Ltd is an Authorised Representative of Financial Wisdom Ltd ABN 70 006 646 108, AFSL 231138 Financial Wisdom is responsible for financial planning advice provided by Wealthwise as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of Wealthwise's authority under Financial Wisdom. Financial Wisdom is not affiliated with nor does it endorse other business activities conducted by Wealthwise.