Who are we and what do we do

We're passionate about helping you achieve true financial freedom.

Who are we and what do we do?

We're passionate about helping you achieve true financial freedom.

Simon Lu

Founder

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

Jeffrey Liu

Co-founder

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 story

Welcome to Wise Wealth Partners. We're passionate about helping you achieve true 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

Seeing these gaps, we founded Wise Wealth Partners.

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.

Simon Lu

Founder

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

Jeffrey Liu

Co-founder

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 story

Welcome to Wise Wealth Partners. We're passionate about helping you achieve true 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

Seeing these gaps, we founded Wise Wealth Partners.

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

Education

We love sharing our research and knowledge so you can make the best decision for you. It all starts with education. Knowledge is power. Action is key.

Empower

The world has provided overloading information that presents both opportunity and fear. We want to empower our clients with self-confident in making their own decision which benefit for years to come

Loyalty

We believe loyalty forms relationships and thats where the magic begins. We will never be a company that forgets about their clients after they purchased anything from us, we are in it for the long haul.

Integrity

We are completely transparent in everything we do. Our team has all been chosen because they have strong moral principles which align with our value.

Our Core Values

Education

We love sharing our research and knowledge so you can make the best decision for you. It all starts with education. Knowledge is power. Action is key.

Empower

The world has provided overloading information that presents both opportunity and fear. We want to empower our clients with self-confident in making their own decision which benefit for years to come

Loyalty

We believe loyalty forms relationships and thats where the magic begins. We will never be a company that forgets about their clients after they purchased anything from us, we are in it for the long haul.

Integrity

We are completely transparent in everything we do. Our team has all been chosen because they have strong moral principles which align with our value.

©2024 Wise Wealth Partners