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About Us

The InvestWisely Difference

​With over 20 years of experience, at InvestWisely, we believe that successful financial planning isn’t just about numbers — it’s about people. Our privately owned Australian company offers a personalised, hands-on approach to managing your wealth, so you can feel confident about your financial future. ​​​

Noarlunga South Australia
The InvestWisely Difference
Tailored Financial Solutions

We understand that each client has unique goals, needs, and circumstances. That’s why we create customized retirement plans, investment strategies, and wealth-building tactics that are designed specifically for you. Whether you’re planning for retirement, growing your wealth, or securing your legacy, we provide advice that’s aligned with your individual objectives.

Meet the Team

Geoff Walley

Director and Financial Advisor

Geoff's passion is helping people achieve their dreams. With over 20 years in finance, Geoff brings that experience to the investment structuring for our clients.

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Geoff was the founding partner of Investwisely and has also held senior roles in organisations such as Bankers Trust, Adelaide Bank, Lombard Finance, Hanover Australia, and Technology Leasing.

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When not at work Geoff spends time watching his kids follow their dreams in football and equestrian.

(02) 9634 6698

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Ice Cream Date

Kinda McKean

Director and Financial Advisor

Kinda joined Geoff at Investwisely in 2019 having previously worked with Geoff at Yellow Brick Road since 2016.

 

Prior to joining Yellow Brick Road, Kinda has over 15 years experience in Financial Services and has held senior roles at Colonial First State and Asteron. She holds a Masters of Commerce (Funds Management), a Bachelor of Science (Mathematics) and a Diploma in Financial Planning.

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Kinda's passion lies in helping clients and tailoring solutions to suit their needs.

(02) 9634 6698

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!”
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