We are a foundation financial advisory firm servicing private clients for over 30 years.
Moneywise Personal Financial Management trading as Moneywise is a privately owned boutique financial services firm which was established over 30 years ago. During that time we have successfully helped our clients create, manage and protect their wealth through many different investment cycles. Moneywise is not owned by a bank or any other financial institution. Our highly qualified team is the perfect size to give our clients individual attention while drawing on a wide breadth of knowledge and experience.
We consider the particular needs and circumstances of individual clients and recommend what is best for them. Our advice is supported by extensive research and operational resources and based on a sound investment philosophy that has withstood the test of time.
Moneywise staff includes certified financial advisers, equity specialists, portfolio accountants and administrators. We are committed to ongoing professional development and training to ensure our clients receive the highest quality up-to-date advice and service. Our senior financial advisers are accredited Self Managed Superannuation Fund specialists.
The way we do business
We ensure our qualified advisers have a clear understanding of a client’s particular needs and circumstances before recommending any strategy.
Our written recommendations contain individually designed strategies tailored specifically to suit each client.
Our advice is supported by extensive research which is based on sound investment principles.
We are committed to ongoing professional development and training to ensure clients always receive the highest quality up-to-date advice and personalised service.
We provide proactive, ongoing advice and service designed to review changes in the personal and financial circumstances of each client.
We commit to inform prospective clients if we believe that our services would not be of significant benefit to them.
Moneywise financial advisers are Representatives of Moneywise Personal Financial Management Pty Ltd, holder of Australian Financial Services Licence Number 287804. The Regulatory body under which we operate is the Australian Securities and Investments Commission (ASIC).
Moneywise is required under its licence to carry professional indemnity insurance.
We fully support and abide by the Financial Planning Association of Australia Limited’s (FPA) rules, codes and standards. The FPA determines the industry’s best practice governance standards and is responsible for:
- Code of Ethics
- Rules of Professional Conduct
- Practice Standards
- Education and Professional Development
- Disciplinary Regulation
In addition, we maintain our own Complaints Investigation Protocol for your added protection along with membership of the Australian Financial Complaints Authority. Investments cannot be transacted without a client’s specific consent and we do not operate a trust account or hold funds on behalf of any client.
Our Code of Ethics:
Established and experienced
- warm welcome
- personal attention
- specialist services
- business ethics
- financial processes
- fee for service structure
- and most importantly, focussing on the long-term prosperity of our clients, which is fundamental to everything we do.
In all cases, our primary concern is always the financial wellbeing of our clients.