Whether you’re just starting out in your career, mid-way through or approaching retirement, getting professional financial advice from a known and trusted source is important. A financial adviser can help you understand your financial objectives and create a personalised plan to navigate financial strategies and products to help you achieve these objectives, be they short term or long term. Bankwest can introduce you to a financial adviser from Financial Wisdom.
Financial Wisdom is a network of financial advisers who own their businesses and are supported by the strength and resources of the Commonwealth Bank.
They believe in turning knowledge into know-how. Wisdom is more than just knowing; it’s knowing what to do. This process empowers you to confidently set about achieving your financial goals.
Financial Wisdom advisers offer smart strategies to help you take charge of your financial future. They help ensure peace of mind when it comes to finances, retirement and protecting your family, by working closely with you and putting in place a sound financial plan.
Information on this webpage is based on current regulatory requirements and laws, which may be subject to change.
While care has been taken in the preparation of this document, no liability is accepted by Financial Wisdom, its related entities, agents and employees for any loss arising from reliance on this web page.