Wilsons Hervey Bay is a distinguished financial services firm with a rich history spanning over 125 years. They offer a wide range of services including private wealth management, institutional sales, corporate finance, research, and investment strategy. With a team of over 500 professionals managing more than $30 billion in funds under advice, Wilsons Advisory has the expertise and resources to provide tailored investment strategies and deliver exceptional outcomes for their clients.
At Wilsons Advisory, their philosophy revolves around deeply understanding their clients’ ambitions to provide personalized investment solutions. They pride themselves on their industry leadership and research capabilities, particularly in the emerging companies space, which is highly valued by institutional clients. By collaborating across borders and leveraging their international connections, Wilsons Advisory aims to exceed their clients’ expectations and access exciting opportunities across various asset classes.
Wilsons Hervey Bay is committed to helping clients realize their ambitions by investing time in uncovering the right investment solutions. Their partnership with Craigs Investment Partners since 2015 has further strengthened their position in the Australian and New Zealand advisory businesses, allowing them to attract top talent and deliver market-leading solutions. With a focus on understanding the complexities of the financial world and navigating successfully, Wilsons Advisory is dedicated to providing expert investment strategies and valuable outcomes for all their clients.