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Connect with Wealthy & Wise

Our clients have got a lot going on.

Work, social life, family commitments, hobbies and the rest of it leaves little time for properly managing the financial aspects of their lifestyle or planning for the future. We know that each person’s set of circumstances and goals for the future are completely unique, and need to be approached with care and understanding.

That’s where we come in.

More than just your traditional financial services provider, Wealthy & Wise is an integrated business hub where lifestyle solutions are provided by advisers who are experts in the fields of financial markets, property, taxation, superannuation and personal risk insurance. We are committed to being authentic, to being seriously smart about financial matters and to being a convenient and accessible hub for advice that directly impacts client lifestyles.

We provide a holistic solution for any matter that involves personal finance, insurance, property related transactions or tax. What’s more - we actually care about the outcome. We respect clients’ lifestyle choices and work to gain a strong understanding of what they want to achieve, so we can help them stick to their plan without compromising on lifestyle.

Our vision is to be the local hub for advice, where people from all walks of life can come and receive help when planning different aspects of their life now and in the future.

Want to be a part of what we’re doing? If you share our values, are great at networking and interacting with people, and want the opportunity to gain new skills and knowledge while running your own business - becoming a Wealthy & Wise franchisee may be the next step for you. Start your journey now by getting in touch to find out more.

Wealthy & Wise started as a Financial Planning company over 20 years ago. We have always remained responsive to our clients’ needs, and so over the years have developed into a Lifestyle Planning hub, incorporating tax and accounting, property advice, and loans and Insurance. Our database of loyal customers are a testament to the fact that our services are trusted and our brand is respected in the Sydney region. People have come to view us as the genuine Lifestyle Planning hub.

Over the years the financial services market has shifted and evolved, and we have witnessed clients increasingly needing an integrated approach to financial services which saves them time, money and stress. They need quality advice that develops an entire financial strategy according to realistic lifestyle requirements. This is what Wealthy & Wise offers.

The highly experienced head office team at Wealthy & Wise has well over 30 years of experience in the financial services and property sector, and have helped us build a legacy out of our two current hubs in Woolloomooloo and Clovelly, New South Wales. As a leading integrated financial services, real estate, tax and mortgage finance distribution channel we believe that we have an opportunity to capture a major share of a rapidly changing market.

We are looking to grow our presence across Australia and require dedicated franchisees to help us. As a franchisee, you have unique access to our compliance with Future of Financial Advice (FoFA) legislation, meaning your business is licensed to provide advice in all areas of finance. Whether you are coming from a financial planning, accounting, property or lending background, you can be assured that the Wealthy and Wise concept is proven and profitable. As a franchisee, you are in a great position to grow a healthy business and pick up some new skills along the way.

You will initially begin with a period of training which will set you up to operate a Wealthy & Wise franchise business. We will help you get up and running through assistance with site selection, lease negotiation and fitout. You will receive ongoing support from head office, along with numerous opportunities to grow your expertise over the course of your journey as a franchisee.

Our franchise model is set up so that the franchisee operates as a representative of the breadth and depth of the Wealthy & Wise services. You are not expected to be an expert in every area of the services sector as our head office team of professionals provide extensive support in actually developing quality strategies and advice for your clients. Your role as a franchisee will be to build trusted client relationships and present the strategies and advice that come as a result of the resources provided to you by the head office group. In many ways, you are a facilitator between clients and our different expert professionals in head office.

As opposed to running your own business in the area of your expertise, Wealthy & Wise allows you to offer a complete service, so you don’t have to outsource or redirect clients that need other services. You are able to provide services beyond your own expertise, meaning you don’t need to deny a paying client any service, which gives your business a competitive edge. Being able to do something as small as a tax return helps get potential clients through the door, most likely initiating a long-term relationship.

One of the most appealing aspects of becoming a Wealthy & Wise franchisee is the potential for you to grow your skillset immensely and branch out from your area of expertise. Our team of professional advisors will work with you closely, passing on their knowledge and skills to you where possible. Being constantly in contact with this expert team will no doubt provide ample opportunity for you to develop your personal skillset and achieve personal and professional growth.

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All personal information submitted by you as part of an enquiry will be used by us in accordance with our Privacy Policy