Our Financial Advisors are all qualified Chartered Accountants. Being professionally recognised in both areas means our Advisors think strategically about your finances and your goals taking into consideration other factors like taxation issues.

Our Financial Services group offers a variety of comprehensive independent advisory services including Wealth Accumulation, Investment Reviews, Wealth Protection and Risk Management, Superannuation, Lending and Financing Solutions, Tax Minimisation, Estate Planning and Fund Placement and Share Trades.

How Financial Services can benefit you

Financial Planning is the difference between creating your own financial future and just allowing it to happen. Our Financial Services group is committed to working with you to formulate strategies to create, grow, protect and distribute your wealth.

With Wise Lord & Ferguson as your accountant, our business relationship with you across a number of our services means we have comprehensive knowledge of your financial affairs – whether tax return preparation, financial statement preparation, tax planning, business advice or audit.  This allows us to provide you with a complete, professional and personalised service.

Our firm is a member of Count Wealth Accountants, Australia’s leading network of accountants specialising in financial planning and investment advice. All of our Advisors are both qualified Chartered Accountants and Financial Advisors with access to specialised training and quality resources.

We can provide you with free quarterly newsletters to keep you up-to-date on investment markets, new products that become available and any changes that could affect your portfolio or strategy.  There is also the option to subscribe to electronic market updates.

Our Financial Advisors have the background, education, experience, personal and professional skills to ensure you are on the best path to achieving your financial needs and desires.