Specialising in wealth creation to lead to financial freedom with desired life style.
Ex - Financial Advisor at Westpac, AMP, IOOF, Tax Advisor
Partnered with 450+ Accounting firms
Wealth and business coach
Wealth freedom DNA author
Founder & Principal Adviser | Hippo Wealth
Business & Wealth Mentor | UNSW Business School
3E Wealth Growth Principal Author
2013-2017 | Westpac Financial Planner & Quality Advice Coach
Passionate about helping over 10,000 Mid-to-High-Income Earners Build Financial Freedom.
Our journey began in financial planning, tax advising, mortgage brokering, and investment and insurance advising. After 15 years, we noticed a troubling pattern: clients were getting fragmented advice from various experts, causing confusion, wasted time, and extra costs.
Property agents highlight the property benefits but miss the tax consequences and proper structure.
Mortgage brokers focus on loans without considering tax implications. Accountants often provide transactional tax advice without long-term wealth planning that is missing our long term tax minimisation approach.
Financial advisors focus on insurance and investments without considering overall business, personal tax, and structure. They don't factor in borrowing capacity with property investments.
Investment advisors often focus solely on maximising returns without aligning investments with your personal and business financial goals, leading to missed opportunities for holistic wealth growth and risk management
Our mission is to educate high-net-worth individuals and business owners by integrating all this knowledge into one comprehensive blueprint.
We guide you through every aspect of your financial situation—tax, debt, cash flow, borrowing, investing, property, and structure.
We focus on both your current and future wealth to provide true financial freedom and passive income.
We believe this approach is the best way to ensure you get the education and advice you need. We're here to guide you every step of the way, so you can achieve true financial freedom and live the life you've always dreamed of.
Join us at Wise Wealth Partners, and let's build your wealth together.
Specialising in wealth creation to lead to financial freedom with desired life style.
Ex - Financial Advisor at Westpac, AMP, IOOF, Tax Advisor
Partnered with 450+ Accounting firms
Wealth and business coach
Wealth freedom DNA author
Financial Adviser specialising in wealth protection and preservation.
Ex-Westpac Financial Planner
Ex-Westpac Quality Advice Coach
3E Wealth Growth Principal author
Guest Speaker with UNSW Business School
Founder of Hippo Academy and Hippo Wealth.
Our journey began in financial planning, tax advising, mortgage brokering, and investment and insurance advising. After 15 years, we noticed a troubling pattern: clients were getting fragmented advice from various experts, causing confusion, wasted time, and extra costs.
Property agents highlight the property benefits but miss the tax consequences and proper structure.
Mortgage brokers focus on loans without considering tax implications. Accountants often provide transactional tax advice without long-term wealth planning that is missing our long term tax minimisation approach.
Financial advisors focus on insurance and investments without considering overall business, personal tax, and structure. They don't factor in borrowing capacity with property investments.
Investment advisors often focus solely on maximising returns without aligning investments with your personal and business financial goals, leading to missed opportunities for holistic wealth growth and risk management
Our mission is to educate high-net-worth individuals and business owners by integrating all this knowledge into one comprehensive blueprint.
We guide you through every aspect of your financial situation—tax, debt, cash flow, borrowing, investing, property, and structure.
We focus on both your current and future wealth to provide true financial freedom and passive income.
We believe this approach is the best way to ensure you get the education and advice you need. We're here to guide you every step of the way, so you can achieve true financial freedom and live the life you've always dreamed of.
Join us at Wise Wealth Partners, and let's build your wealth together.
Our Core Values
Our Core Values
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