Wyse Wealth was founded in 2009 by the Managing Director, Justin Wyse. Very few financial planning practices offer the extent of personalized service and tailored holistic financial advice as I do. I specialize in everything from Superannuation Inc. SMSF’s, Investments, Insurances, Pensions, Wills and Estate Planing and Aged Care.
What do you do?
I help those busy, time poor, young professional, mum and dad investors who want control and understanding of their financial affairs, that don’t otherwise have the professional expertise to make it happen. I provide strategies, advice and support that are shaped to your goals for financial independence.
The approach i take ensures that your future needs and goals are the driving force behind the financial plan. I also recognise the importance of protecting your wealth from changes in circumstances, illnesses and accidents. Having your estate setup right, in order to make sure your family is looks after!
What Services Do You Provide?
My services include financial advice, financial planning, insurance planning, investment planning, property scenarios, loan structures and managing your superannuation, including self managed superannuation, shares, pensions and other capital / income producing assets.
You can rest assured and have the confidence i am totally dedicated to your needs over the short, medium and long term, making life simpler. I support and work together with you, so you can achieve your outcomes.
Whats your point of difference?
My point of difference is an holistic and personal approach. My focus is on client needs, requirements, and specifications as opposed to a one size fits all approach. I am passionate, motivated and don’t treat you like a number. I focus more on the “Advice” side as apposed to the “Product” side. I only use a product if its needed.
I invest in my clients as to my clients invest in me. I work very closely with all clients, both in the challenging times and also the most successful times. My team are passionate, proactive and committed financial specialists who are flexible and always have your best interests at heart. I am Compliant and an licensed authorised representative with Affinia Financial Advisers Limited (Affinia). Corporate authorised representative of a medium size licensee in Australia.
Quote: “Building and protecting your wealth for the next generation of tomorrow. Committed to providing you the best financial advice throughout your life stages. Inspiring you to take action about your financial future”. “Healthy, Wealthy, Wyse”.
For a private one on one consultation, please contact Justin Wyse today on 1300 850 902 or simply leave your contact details below.
Our Expert Team
Our investment experts constantly evaluate the best ways to put your money to work. Our portfolios are completely liquid, and you can access your money at any time. This is what sets us apart from the competition.