Wise Financial Strategies
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    Wise Financial Strategies

    Financial Planning Firm - Corporate HQ
    Property Name
    Mobile Financial Planner & Mortgage Broker
    Location
    • PO Box 754
    • ALBANY CREEK 4035
    • Queensland
    • Australia
    Telephone
    0438 306 947
    Email
    ian.rollman@ampfp.com.au
    Facebook
    https://www.facebook.com/wisefinancialstrategies

    Wise Financial Strategies was established to help families make wise choices and build secure financial futures.

    We offer a mobile service that is tailored to your lifestyle and are therefore willing to meet at your home, work,
    or your local coffee shop at a time suitable to you, including after hours.


    During our discussions we will examine your specific needs and talk about what?s important to you. This allows us to then provide you with the knowledge and strategies needed to achieve your goals.

    Our experience shows that the best results are through ongoing reviews of your situation to ensure you are continuing to make wise decisions and are still travelling on your desired path.

    We take great joy in helping clients achieve their goals and build security for their futures.

    For an appointment please
    call 0438 306 947 or complete the enquiry form in the contact us section.


    Advice we specialise in:



    • Home Loans
    • Superannuation
    • Personal Insurance
    • Retirement planning
    • Mortgage and Investment planning
    • Investment lending


    Testimonials


    "Dear Ian, Thank you so much for all your help we would have been up a creek without a paddle without your expertise."
    Noel & Lynda Dunstan

    "Dear Ian, Thank
    you for assisting us in getting a better deal on our home loan and saving us thousands. "
    John & Karen Kyle-Little

    "Ian helped us organise something we had put off for so long. It was quick and painless. I will use Ian again in the future and I have also passed on his details to my family. He was flexible to met when we were available and fast to repsond to any enquiry."

    Tamara Smythe

     

    Available 7 days and for after hours appointments. Call today: 0438 306 947.

    Wise Financial Strategies Pty Ltd ABN 24 139 914 499 trading as Wise Financial Strategies, and Ian Rollman, Authorised Representatives of AMP Financial Planning Pty Limited, AR number 342653 & 311946. For details on our services, please contact us directly. Alternatively you can refer to our Financial Services & Credit Guide via: www.wisefinancialstrategies.amp.com.au or call AMP Financial Planning on 1300 157 173.