WealthWiz is a boutique financial planning firm located in Sydney, specializing in providing tailored financial advice to its clients. The company focuses on developing long-term relationships to help individuals and families achieve their financial and lifestyle goals. Its core services cover a range of strategies, including superannuation, retirement planning, investment management, insurance, and estate planning. WealthWiz Wealth Management Pty Ltd operates as a Corporate Authorised Representative (No. 1251781) of Alliance Wealth Pty Ltd (AFSL No. 449221).

Founded in

Australia