Wealthwise

My wife and I have invested with Wealthwise for the last 7 years now with nothing but great experiences from the team. My Advisor Paul, is not only experienced, which is a great peace of mind, but is also very patient. He makes the time for me, which allows me to ask questions of strategies and products I am not familiar with and explaining the answers to these questions in a way I can understand. Overall, Very happy with Wealthwise.

My Wife and I very happy with the advice and support from Paul Turner and the team at Wealthwise. Very supportive, and assisted us with our needs. Some very good advice given, very professional we look forward to some good years ahead
thanks again Julie & Rod Sutcliffe

Paul is very professional with our dealings and provided sound advise with different options to achieve our life goals.

Professional team with great results. I have been using Wealthwise for over 25 years and would recommend to family, friends and likeminded people.

Joseph H, my financial planner is very efficient n knowledgeable. He helped me today completing the application attaching the relevant documents as required. He listens to my concerns and provide financial advice accordingly. Very happy with his professionalism and punctuality

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!

Visited Donovan on the 23/02/23
very happy with our meeting we found Donavan Very knowledgeable, approachable, and respectful, Donavan answered all our queries. Thank You Donavan
Colin /Diane

Paul has guided me through world of all things finance and superannuation. His sound advice, strong support and friendly manner have made the journey so easy. Thanks Paul.

Joseph was very professional and able to put me to ease regarding my retirement. He went through different strategies and this has clarified or me the various options and gave me the peace of mind to choose something that I am comfortable with. I highly recommend him to many of my friends

Had my first meet with Donovan and he went through all the details that I wanted to know, muchly appreciated. Thank you

Myself and my wife Janet have been clients of Ashley Britton’s for approximately 10years. We have found him to be friendly and very good at explaining a complicated system very clearly. Highly recommend Ashley. Also they do a really great golf day.

My experience with Manisha Bhudia has exceeded my expectations. Financial advice was excellent and personal advice as well. Manisha made me feel very comfortable and confident about my financial future. I would recommend Manisha to my friends and family members for sure.

Great experience working with Ashley Britton, he really takes the time to ensure we are both on the same page to achieving my financial goals.

As I was retiring I was fortunate to be told about Wealthwise and I first met Ashley Britton. Having had many sleepless nights worrying about how I would manage to fund my retirement we got my affairs set up. I no longer worry about my financial affairs I leave that to Ashley. He will answer any question and always get back to you. He explains everything in language I get and has taken a weight off my shoulders. I can be sure I will be informed and any changes that might affect my future. So thank you Wealthwise and Ashley in particular for the peace of mind.

Jamie at Wealthwise has been our adviser for more than 30 years. We are more than great full for his excellent advice.

I always receive a premium service from Joseph H at Wealthwise and it is why I have chosen to be a client of theirs for many years

We have had Ash B as our advisor for over 9 years and have found him to always be genuine with his advice and knowledgeable in the world of financial investment. He listens to our needs and respects the level of risk we are willing take which ensures we are aligned and comfortable in our decisions.

Ash from Wealthwise has a wealth of knowledge for all things financial. He gave us lots to think about with our financial situation and what to look out for in the future. He is sorting out my super and giving some great advice on what my next step should be. Thank you Ash appreciate everything you have done for us.

Thank you Manisha Bhudia for all your advice - your financial and technical knowledge has assisted me immensely with navigating through Retirement Planning.
Your always there to answer any of my questions and this has taken away lot of the pressure and worry away about my future financial stability.
I would be happy to recommend Manisha and the
the team at Wealthwise to anyone who needs great financial planning advice and coaching.
Thank you again Manisha!

Joseph H.has been our financial advisor to us for a few years now. He has been very helpful, knowledgeable, and have provided us with good advice and recommendations. I would highly recommend Joseph as a financial advisor.