About Us

At Wisdom Wealth Services, we genuinely value the trust our clients place in us.

We are here to ease your financial concerns and support you in reaching your goals. Seeing you succeed is what drives us. Our approach is friendly, low-pressure and is tailored to your unique needs. Through personalised, face-to-face financial advice, we help you build and protect your wealth while planning confidently for the retirement you deserve.

Our Team

Our Process

1

Engage

Let’s get to know each other
We start by building a strong relationship and gaining a clear understanding of your personal and financial situation so we can tailor our advice to you.

2

Collect

Understanding your goals
We’ll talk about what matters most to you, including your financial goals, your timeframes, and how comfortable you are with risk.

3

Analyse & Develop

Creating a personalised plan
We review your current situation, explore suitable options, and design a tailored financial strategy that aligns with your goals.

4

Present

Guiding you through the plan
We take the time to explain our recommendations, highlight the benefits, outline any costs, and lead you through your next steps.

5

Implement

Putting the plan into action
We take care of the implementation, manage documentation, coordinate with providers, and keep you informed along the way.

6

Review

Staying on track
We regularly review your plan, at least once a year, to ensure it continues to support your goals and to make any necessary adjustments.

What our clients are saying

Jas really listened and understood our retirement goals and offered us a unique strategy that suits our situation and values. He is easy to talk to and took the time to find out what is important to us.
Great financial advice appropriate to our situation.
Jas is very welcoming and easy to talk to.
Jas is someone you can rely on and trust. He is always ensuring he puts his clients first. Would recommend to friends and family.
My family have been seeking Jas' financial advice and services for a few years now. Jas is always professional, full of practical and helpful advice, and answers all our questions thoroughly. It's lovely to be helped by someone so genuinely dedicated to helping us achieve our financial goals and get ahead as best we can. I very highly recommend this business!
I highly recommend Jas from Wisdom Wealth Services as his advice was instrumental in shaping an exciting, and yet achievable path to our financial goals. Incredible personalized professional service.
It's a difficult task choosing the right financial adviser for your needs, someone you feel comfortable with & trust will do the right thing by you. Jas from Wisdom Wealth Services was recommended to us by 2 different people so we thought we'd give him the opportunity to look into managing our retirement plan. We met both Jas & Kellie we were made to feel at ease the moment we met with them, they asked pertinent questions & went about setting out a financial plan that worked for us. They came up with great financial strategies that put our minds at ease that were going to be just fine financially in retirement. Both Jas & Kellie are very engaging & importantly listen to your wants & needs. We have no hesitation in recommending both Jas & Kellie to assist with your financial needs.
Jas is a great source of information and help for my personal and our families' financial and superannuation advice and service.
Very highly recommended Jas for your financing needs.
We have recently had the good fortune of using Wisdom Wealth Services. Jas not only has exceptional financial planning knowledge he is also a pleasure to deal with. He has assisted us in the past and now with the additional support of his colleague Kelly they are guiding us towards our retirement. We highly recommend Wisdom Wealth Services.
Very friendly and helpful service. Would highly recommend!
I am very grateful for Jas’s financial planning advice. He really had my best interests driving the financial planning.
Jas’s approach was to work with me identifying my financial needs and goals and then formulate a plan together.
Jas’s expert knowledge and experience was very evident in his ability to identify needs and formulate a strong performance plan. I found his deep analytical ability to be invaluable and life changing.

We’re Here to Help

Gain clarity and confidence in your financial decisions.
Talk to us today and start planning for a secure future.