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Financial Advice For

Women

You are most likely here because you understand the importance of securing your financial future and are ready to restructure your finances and take the first step. In today’s economy there are endless possibilities. It’s important to stay ahead of the game and be educated about the best possible way to manage your money. 

Working to make money is one thing. Making your money work for you is another and just as important – if not more! 

We Empower Women To

  • Make money to work for you
  • Take charge of your financial life and not depend on anyone
  • Make intelligent financial decisions that have a positive effect on your life
  • Take advantage of great opportunities and decide where your money flows
  • Avoid common money mistakes and turn around any habits that are holding you back
  • Be held accountable to ensure you move ahead constantly
  • Have a sounding board for all of your financial needs
  • Stay connected to the very best financial advice available and go further
Grow Your Wealth

Who Our Advice Is For?

When You Partner With Advise Wise We Help You

Build A Financial Plan To Achieve Your Goals
What Does A Financial Adviser Do?
Build Wealth In A Diversified & Cost Considered Manner
Maintain Wealth & Generate Income
Utilise Extra Savings & Earning Potential
Reduce Complexity Surrounding Financial Decisions 
Provide An Objective Third Party
Perspective
What are the 2021 changes to superannuation and what do they mean for you?
Remove Stress & Anxiety
Surrounding Your Financial Future
Enhance Your Financial
Knowledge
Financial Advice around lending and home loans
Reduce Risk From Your Investments

Women Advising Women

Jane Mitchell


Jane is a Financial Adviser, and specialises in making the complex simple. She loves to take the stress out of client’s financial lives. Jane believes in helping people, especially women to secure their financial future by making the best financial decisions for their individual situation.

Sakshi Bagaria


Sakshi is an experienced financial adviser within boutique advisory firms having worked in client management, associate advice and advice roles. She enjoys applying her technical knowledge to enable clients to achieve their goals and objectives.
Focusing On Women Not Just Finances

 

Helping Women Believe They Can Do It Because They Can
Supporting Women To Achieve Their Goals Since 1983

Our Success Stories

“When I suddenly became widowed, Advise Wise was there for me. They have been a great help to me in my new situation. I feel that I can talk to them. No question is too silly and they help me with my concerns and worries. I can’t do it on my own. They know how I don’t want to take too much risk. They explain things to me in a way that I understand and are always willing to listen to me. I feel much more comfortable knowing that Advise Wise are there to help me.”

“When I got divorced, I was suddenly alone. Advise Wise have been a great support. They play a really important role for me. They check in on me. They have my best interests at heart. I can ring them when I get confusing paperwork.”

“We rate Advise Wise highly because they are very professional, highly educated and across so much financial stuff. Not only do they look after us, when my mum needed to go into aged care, they were able to provide us with really valuable advice in this area as well.”

“We have worked hard to earn our money and we expect our financial planner to be across where we are now, where we want to go, what is the most intelligent thing for our money and how we can minimise risk. Advise Wise take their role very seriously. They come up with ideas that we hadn’t considered. We have a much clearer view of our financial future. When we were invited by a friend to co-invest in a project, they was able to work with us to objectively assess the merit of the investment and help us make a decision.”

“Advise Wise have really educated me about money and I am now in a much better position than I could ever have been on my own.”

“We had a number of financial planners before Advise Wise and some bad experiences. They came highly recommended by our accountant and I just wish we had met them earlier. They are careful and understand what we need to do. They are so thorough. They always gets back to us and do what they say they will do. We feel that if something happened to one of us, they would be a great support to the other one.”

“I came to Advise Wise because I had no idea how to set myself up for a secure future. I had a good income but poor money habits and no idea what I should be doing. I didn’t want to be in the same position as my family. Advise Wise has set me up in a great way and shown me the things I needed to do. I am in very good hands.”

“Advise Wise has given us options. My accountant recommended I speak to them because they specialise in advice to women.”

“After my divorce, I wasn’t sure of the best use of my money. Advise Wise have given me great advice in getting ahead, not to panic, and how I need to take the best care of myself and my family.”

“The approach of Advise Wise to our financial situation has been thorough and professional. They have brought our whole financial situation into order so that we have a good sense of where we are at. They have been able to simplify things, cut to the chase and point out what was working and what was not and saved us a fortune in fees. We are in a much better state. We know we are putting money in the right places. We know where we stand now. We have a clearer idea of where we will stand.”

“I can always ring Advise Wise. I can ask them any question. They are right across my whole financial situation and make me feel more confident.”

What Are You Waiting For?

Book a consultation and see how we can help you achieve your financial goals.

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