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Specialist services

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We can help with your complex business and personal finance needs.

Whether it's for yourself or for your business, there may come a time when you need to plan for a future change or to tackle an unexpected 'one-off' event.


Listed below are some of the Specialist services we offer, we are more than happy to talk about any services not listed here that you might require.

Our flexibility and adaptability ensure we help you get the best results.

Business planning
Estate planning

Your business is a major asset, so see how you can protect it day-to-day and realise it's full future value.


Find out why it’s important to have a Will and to structure your affairs so that your estate is managed according to your wishes.


Salary sacrificing

Learn about tax-effective strategies you can use to maximise your super for the retirement you want.


Whatever your future plans after a retrenchment or redundancy, we can help you make the most of the monies you receive.


Social security/Centrelink

We can help you maximise your chances of qualifying for the Age Pension and talk to you about the wide range of other benefits and allowances.


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.