Wise Financial | Financial Services
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Private Wealth

We offer advice to Private Clients to achieve their lifestyle and investment goals. These areas of specific advice are some of the tools we use to create your financial strategy: Estate Planning, Personal Insurance & Protection, Self Managed Super Funds, Retirement and Investment Planning.

Corporate & Business Advice

Corporate Superannuation Funds, Group Insurance, Business Succession Planning, Shareholder and Business Protection and Specialist Superannuation Advice. Referral to areas outside of our scope, including but not limited to: General Insurance, Mortgage and Debt Financing, Tax, Accounting and Legal.

Get to know us

Wise Financial Services is a continuing venture into the changing world of financial advice.

With a consultative approach, new thinking and advice concepts we offer a range of services to help clients achieve their financial and lifestyle goals.

Our belief is that everyone has a need for financial guidance through each of life’s transitions. We encourage clients to think differently and grow into their next phase of life.

Should you be starting with the purchase of your first home, enjoying family life, or transitioning out of a relationship, Wise can help you.

Contact us now to discuss your financial future

DISCLAIMER         COMPLAINTS        PRIVACY STATEMENT      FINANCIAL SERVICES GUIDE 

Timothy Hannes and Wise Financial Services Pty Ltd atf TMH Family Trust trading as Wise Financial Services are Authorised Representative of Synchron AFS License No. 243313.

Unless specifically indicated, the information contained in this email is general in nature and does not take into account your personal situation.

You should consider whether the information is appropriate to your needs, and where appropriate, seek personal advice from a financial advisor.