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  • Call us on (02) 9522 2218
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Our services

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When designing your financial plan, we aim to build a personal, trusting relationship and provide you with peace of mind that your financial strategy is on track. We offer a broad range of services designed to work together to meet your financial needs. 

Retirement planning
Investment

Start planning now and retire when you choose

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Make smart decisions to successfully grow your wealth

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Superannuation
Insurance

Save tax and maximise your potential returns

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Protect your loved ones, your lifestyle and your business

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Specialist services

We can help with your complex business and personal finance needs, including business planning, estate planning, salary sacrificing, retrenchment and redundancy, and social security / Centrelink benefits

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Important Information
Financial Wisdom is responsible for financial planning advice provided by me as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of my authority under Financial Wisdom. Financial Wisdom is not affiliated with nor does it endorse other business activities conducted by me.

Any advice in securities and certain other investment advice is provided by me in my capacity as an authorised representative of Financial Wisdom. Financial Wisdom is responsible for the actions of any advice provided by me while I am acting on behalf of Financial Wisdom.

You can identify when I am acting on behalf of Financial Wisdom because the advice will be provided on letterhead clearly identifying Financial Wisdom. Financial Wisdom is not affiliated with nor does it endorse any of the other business activities conducted by me.

Your decision to deal with me in my other business capacities is made independent of my involvement with Financial Wisdom and I advise that Financial Wisdom is not responsible or liable in whole or in part of my actions and advice in my other business activities.