Finance Wise is Adelaide’s leading provider of financial services, offering a wide range of solutions to help individuals achieve their financial goals. With a strong focus on listening to clients’ dreams and turning them into achievable realities, Finance Wise provides expert guidance on retirement planning, income protection, home ownership, and navigating the complexities of aged care financial arrangements. Their team of specialists work closely with clients to support them in climbing towards their financial aspirations, whether it’s purchasing a first home, securing investment loans, or maximizing superannuation for retirement.
Founded on the principles of personalized service and deep understanding of financial needs, Finance Wise sets itself apart from traditional banks and fund managers by offering tailored advice backed by over twenty-five years of industry experience. The business is driven by a commitment to simplifying the financial landscape for clients, providing comprehensive solutions for small business owners, professionals, first home buyers, and grandparents alike. With a motto of dream, believe, achieve, Finance Wise empowers individuals to envision their financial success and works diligently to turn those visions into tangible results.
With a dedicated team led by Director James Barger-Bos, who holds multiple financial planning accreditations and a wealth of expertise in wealth creation and protection, Finance Wise stands out as a trusted partner in the Australian financial services sector. Their holistic approach to financial planning encompasses home and investment loans, family risk protection, superannuation, and general insurance, ensuring that clients receive top-notch advice and support in all aspects of their financial journey. Located in Kings Park, SA, Finance Wise is committed to providing unparalleled service that goes above and beyond industry standards.