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Wealthwise
355 Scarborough Beach Road, Osborne Park, Western Australia, Australia
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About Wealthwise
Welcome to Wealthwise, a leading financial institution located at Osborne Park, Scarborough Beach Road, 355 in Australia. As an establishment that specializes in finance, we are dedicated to helping individuals achieve their financial goals and aspirations.
We understand that wealth is not just about accumulating money, but it is about the lifestyle and freedom it can provide. Our experienced team has gained valuable knowledge over the years, allowing us to guide our clients towards financial independence and the ability to make decisions that align with their desired way of life.
At Wealthwise, we believe that financial advice should encompass more than just investments, insurance, and retirement planning. We take a holistic approach that considers our clients' physical and emotional well-being as well. We understand that as we go through different stages in life, our needs and goals evolve, and we are here to navigate those complexities with you.
Whether you are just starting your career, planning for retirement, or anything in between, we provide tailored solutions to suit your individual needs. Our team of experts will work closely with you to create a comprehensive plan that aligns with your unique circumstances and goals.
Don't just take our word for it - our satisfied clients have shared their positive experiences with us. Yogita and her team have provided up-to-date advice and knowledge to their family, while Ashley has been a trusted advisor for years. Joseph's guidance has proven invaluable for many in their financial planning journey, and Paul Turner and his team have provided professional guidance and support to help clients achieve their dreams and future goals.
Since 1986, we have been dedicated to helping clients achieve their desired lifestyle. We are committed to providing comprehensive and accessible solutions that assist our clients in meeting their financial and lifestyle objectives. With locations in Osborne Park and Cockburn Central, we are easily accessible to serve individuals across Australia.
Wealth Wise Pty Ltd, with the ABN 70 104 359 211, is an authorized representative of Fortnum Private Wealth Ltd, with the ABN 54 139 889 535 and AFSL 357306. We pride ourselves on being a high-quality business that prioritizes the success and satisfaction of our clients.
Take control of your financial future and let us help you achieve the lifestyle you desire. Contact Wealthwise today to schedule a consultation with our experienced team.
Photos of Wealthwise
The Garden Office Park, Suite 2, Level 4, Building C/355 Scarborough Beach Rd, Osborne Park WA 6017, Australia
Opening hours of Wealthwise
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Wealthwise
"Donovan has been an excellent guide and helped me with organising my funds and recommended the best way to operate. Thanks Donovan Wilson."
"It has been 4 years that Joseph H. is my financial advisor. His excellent knowledge and professionalism are beyond my expectations! He is very approachable, friendly, kindhearted and humble person. Great advisor financially and personally.Highly recommended.Thanks Joseph!"
"As usual Joseph was very helpful and explained in a clear and concise way how our accounts had performed. He also gave good advice on a number of things we asked about, including overseas travel, and followed up with emails regarding those he was unsure of."
"I am so happy to have Joseph for my advisor He is professional with a wealth of knowledge and is able to break down industry jargon into plain English. Joseph is caring understanding and patient. I would recommend him to everyone. He goes the extra mile to help"
"Manisha has been very helpful in all our financial planning including Centrelink, Supperannuation and Retirement Planning. My husband and I are currently at Peace with Manisha's advice. We will certainly recommend her to anyone seeking advice. Maureen & Terrence De Wind"
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