About Me

Finance wise is Adelaide’s leading provider of fully integrated financial services.

Our commitment is to provide a level of personal service and understanding that is beyond that which any bank, insurance or fund manager employee is able to offer.

The key to this claim is not only thirty-five year’s experience in the financial services industry but also the commercial acumen of an individual who has an accounting degree, a marketing degree, two Diploma’s of Financial Planning and specialist SMSF accreditations. Combined these equate to outstanding specialist advice for any financial proposition involving wealth creation or protection.