“With a bit of planning and the right team with you, anything is possible.”
WHO IS WISELY FINANCE?
We are experts in comparing your options, and modelling out the potential benefits over a lifetime.
This allows us to set achievable goals, and map out a clear pathway to success.
Decisions without proper planning are often made from anxiety and fear, leading to poor outcomes.
To research the best plan, you need help.
Our strategic plans help to:
Eliminate stress
Identify opportunities
Implement strategies
Avoid pitfalls
More than just setting goals, planning is:
Having the important conversations
Prioritising what's important.
Setting sustainable goals.
Setting out the required action items
Having the right team to help you implement the strategy.
Reviewing and adjusting the plan if required.
your adviser
WILLIAM POWIS
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!
FINANCIAL ADVISER | DIRECTOR
CREDENTIALS
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Family Finances
Growing Wealth
Insurance Protection
Responsible Investing
Tax Minimisation
Superannuation
Retirement Planning
Self Managed SuperFunds
Shares and Investments
Cash Flow and Budgeting
Debt Strategies
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Bachelor of Commerce - Griffith University 2020
SuperConcepts and ICFS Specialist SMSF Course - SuperConcepts 2022
Ethics and Professionalism in Financial Advice Course - Kaplan Professional 2020
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Financial Advice Association Australia (FAAA) - Financial Planner AFP
Self-Managed Super Fund (SMSF) Association
Brisbane Junior Chamber of Commerce (BJCC)
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.