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Making retirement something to look forward to

The sooner you start planning, the more time you have to ensure your retirement is everything you're expecting.

Your trusted Financial Advisors in Norwest 

We understand that every financial journey is unique. Whether you're planning for retirement, building wealth, or seeking a tailored investment strategy, we offer expert guidance to help you achieve your goals.

Core Wealth Solutions

Our mission is to foster enduring relationships by prioritising your best interests and leveraging our expertise to empower you to live a life of purpose, security, and fulfillment.

Retirement Planning

Prepare for a comfortable retirement with confidence. We’ll help you protect your savings, maximise your assets, and navigate essential decisions like downsizing, aged care, pension options, and estate planning.

Wealth Building Strategies

Whether you’re aiming for a comfortable lifestyle or securing your future, we provide expert advice on growing your wealth. From optimising excess cash flow to structuring tax-efficient investments, we’ll help you make smart choices to achieve financial freedom.

Tailored Investment Portfolios

Get a customised investment strategy designed to fit your goals and risk profile. We combine personalised service with in-depth research to create portfolios that generate the returns you seek, with ongoing guidance and management every step of the way.

Our clients trust us because we deliver results

At InvestWisely, we believe that successful financial planning isn’t just about numbers — it’s about people. We offer a personalised, hands-on approach to managing your wealth, so you can feel confident about your financial future

Senior Couple

What our customers say

Gray S

“I have had the absolute pleasure of dealing with Geoff and the team at Investwisely for many years. From home loan assistance, as well as Equity Release & Superannuation fund management. In an area of life that can be often stressful & somewhat overwhelming, Geoff and his wonderful team have an incredible way of explaining things in simple to understand terms, with a genuine sense of friendship and care that is very rare in today's society. I wholeheartedly recommend their services, and wish to thank the whole team publicly for their ongoing support with all matters relating to my financial considerations. 5 Stars!”

Meet our experienced team

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Geoff Walley

Owner & Financial Planner

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Kinda McKean

Director & Financial Planner

Get In Touch

For personalised financial advice and tailored solutions, reach out to us today.

3.07/7 Maitland Pl, Norwest NSW 2153

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