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Investwisely
1 Circa Boulevarde, Bella Vista, New South Wales, Australia
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About Investwisely
Welcome to Investwisely, located at Bella Vista, Circa Boulevarde, 1 in Australia. As an establishment focused on finance, we are dedicated to helping you on your financial journey.
At Investwisely, we believe that all you need to succeed is a plan, a road map, and the courage to press on to your destination, just like Earl Nightingale said. We are here to provide you with the solutions that will make your life full of choices, not compromises.
Investwisely Pty Ltd, with ABN 34 619 736 248, is a Corporate Authorised Representative of Interprac Financial Planning Pty Ltd, with CAR: 1280984 and AFSL: 246638. This means that we are authorized by Interprac Financial Planning Pty Ltd to provide financial advice, insurance, superannuation, and other financial services.
We work with a team of knowledgeable and experienced Authorised Representatives from Interprac Financial Planning Pty Ltd, who have ABN 14 076 093 680 and AFSL 246638. They are dedicated to providing you with the best financial advice and services.
In addition, we also offer home loans and other credit services through our Credit Representatives from Yellow Brick Road Finance Pty Limited, with ACN 128 708 109 and Australian Credit Licence 393195. They are here to assist you with all your credit needs.
To ensure transparency and compliance, we invite you to read our Financial Services Guide (FSG) Part 2, which includes information about our representatives, Geoff Walley and Kinda McKean. This guide is required by the Australian Securities Investments Commission (ASIC) and will provide you with a detailed understanding of our services.
At Investwisely, we are committed to your financial success. Contact us today to start your journey towards a brighter financial future.
Photos of Investwisely
Shop 7, CircaRetail, 1 Circa Boulevarde, Bella Vista NSW 2153, Australia
Opening hours of Investwisely
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews of Investwisely
"Kinda goes above and beyond in every way to understand our financial needs and goals. She supports us in obtaining and completing relevant documentation, liaises on our behalf and makes our money work hard for us. Her patience, wisdom, efficiency and friendly manner is invaluable to us. We cannot recommend Investwisely enough;,using this service is a game changer for safeguarding and building your wealth."
"I found Geoff and his team to be excellent. Very good communication, kept me regularly updated, and when any issue arose they were able to find a way to get past it. I couldn't recommend them highly enough"
"I have had the absolute pleasure of dealing with Geoff and the team at Investwisely for many years. From home loan assistance, as well as Equity Release & Superannuation fund management. In an area of life that can be often stressful & somewhat overwhelming, Geoff and his wonderful team have an incredible way of explaining things in simple to understand terms, with a genuine sense of friendship and care that is very rare in today's society. I wholeheartedly recommend their services, and wish to thank the whole team publicly for their ongoing support with all matters relating to my financial considerations. 5 Stars!"
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