A Brisbane based financial adviser; Viki West of Advice Wise has over 10 years of hands on experience in helping clients to create secure financial futures.
Viki specialises in developing strategic financial plans for clients who are:
* Wanting to protect wealth and minimise risk
* Accumulating wealth
* Selling their business
* About to retire
* In retirement
* Investing a lump sum
* Wishing to reduce their tax liability
* Facing redundancy
Financial advisory expertise includes retirement incomes, investments, superannuation, taxation, Centrelink eligibility, risk insurance, and investment gearing.
Viki's clients value her as an industry specialist and trusted adviser with a high service ethic, and with appreciation for her long term client relationship focus.
Viki's beliefs concerning the importance of ethics and integrity within the financial advice process are central to the Advice Wise culture. The passion she has for her work stems from the difference she has seen quality financial advice make in people's lives.
Advice Wise offers financial planning and associated services through a partnership with Australian Unity.
This Alliance with Australian Unity ensures we have full access to the research, administration and other services only a major financial institution can afford, while still allowing our practice to stay small enough to provide friendly and personal service to our clients.
Posts on this page are not advice, or the views of Australian Unity. Consider in light of your circumstances.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 8 Travill St, Newmarket,qld 4051,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- advicewise.com.au
- Keywords
- Risk Management, Wealth Management and Protection, Retirement Fund Management, Business Sale Fund Management, Lump Sum Investments, Tax Liabiility Management.
- HQ
- Newmarket, QLD
Advice Wise Questions
Advice Wise's website is advicewise.com.au
Advice Wise's LinkedIn profile is https://au.linkedin.com/company/advice-wise
Advice Wise has
2 employees.
View email and phone details for 2
employees at Advice Wise.
Advice Wise's industry is
Financial Services
Advice Wise's categories are Financial Services
Advice Wise's founding year is 2007
