Who is Wisely Finance?
With a bit of planning and the right team with you, anything is possible.
Decisions without proper planning are often made from anxiety and fear, leading to poor outcomes. To research the best plan, you need help. We are experts in comparing your financial scenarios over a lifetime, helping determine if your goals are achievable, and plot a clear pathway to success.
Our strategic plans help to eliminate stress, identify opportunities, and avoid pitfalls. More than just setting goals, planning is having the important conversations, looking into the future, prioritising what's important in your life and daring to aim higher.
YOUR ADVISER
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WILLIAM POWIS
FINANCIAL ADVISOR | DIRECTOR
I am a spreadsheet nerd, a problem solver and take a glass half full approach to life.
From my experience, I have developed a wide range of knowledge in every aspect of financial planning, with a particular passion for helping clients make the most of the opportunities available to them and focus on the things that matter most.
In my personal life, I am a proud father and husband. I spent my younger years backpacking, so I have a passion for adventure and can't wait to see more of the world. I also love to scuba dive and go to the footy whenever possible!
Wisely Finance was established in 2023, thanks to a passion to help the large numbers of people that are being forgotten by the financial advice industry.
We want to be with you on the journey that your life takes you, providing truly valuable advice and guidance when you need it. Building a solid foundation of trust is essential, and we will always be open and upfront in our communication and honour our commitments.
We measure our success by the success of our clients and longevity of the relationships we build with our clients.