Steal the Shortcut to [Big Result]—Available March Only
From "Overwhelmed" to "In Control": swap sleepless nights for peace of mind with expert support.
With 30+ years of experience, we bring your income, super, assets, debts, and priorities into one clear plan. So every financial decision moves you forward.
“Special call out to Josh for his exceptional professionalism, commitment, communication and customer service.”
– Aldo Travia • Client
Trusted by
Dear Australians who work hard and earn well but still lie awake wondering if they are actually getting ahead,
If any of this sounds familiar you are in the right place:
You know you should be doing more with your money but it all feels too hard to start
You are unsure if your super or debts or insurance are even set up properly
You have Googled advice and asked friends but ended up more confused
You have goals for your future but no clear plan to get there
Deep down you feel like everyone else has it figured out except you
You are not bad with money. You have just never had someone sit down and look at the full picture with you.
That is what Wealthy & Wise is here for. Keep scrolling and we will show you how it works.
Three Reasons Your Finances Still Feel Harder Than They Should.
These are the patterns we see every day. And they're quietly keeping smart people stuck.
PROBLEM 1
Managing Your Money Without a Map
You're making decisions as they come, but nothing's tied together. Your income, your super, your debts, your long-term goals. They're all being managed separately instead of working as one.
PROBLEM 2
Following Advice That Wasn't Built for You
Generic advice doesn't account for where you actually are or where you're trying to go. Your situation is a mix of moving parts, and what works for someone else's life probably isn't the right move for yours.
PROBLEM 3
Carrying It All in
Your Head
The mortgage, the super, the savings, the kids, the future. It's all sitting up there with no structure around it. No plan. No second opinion. Just you, trying to hold it all together and hoping you're getting it right.
It's Not Your Fault. No One's Shown You the Full Picture.
This is what's possible when someone finally looks at your whole financial life, not just one piece of it.
Wealthy & Wise Lifestyle Planning
We help everyday Australians bring their income, super, assets, debts, and long-term priorities into one clear plan. No more guessing. Just a clear path forward.
One plan that brings your income, super, assets, and debts together
Advice built around your goals and your stage of life, not someone else's
Plain English. No jargon. No confusion.
A dedicated advisor who walks you through every detail of your plan
The clarity to make every financial decision with confidence
Years in Business
Loads
Of Satisfied Clients
Many
Lives Navigated
Still
Applying the Same Proven Roadmaps
”I love this group of people! Both Scott and Oliver offer an incredibly personalised experience.”
– Lauren Richards • Client
It Starts With One Conversation. Here's What Happens Next.
You don't need to have it all figured out before you start. That's literally our job.
STEP 1
Book a Free Chat
Pick a time that suits you and have
an honest conversation with one of
our advisors. No sales pitch. No commitment. Just clarity on what's possible.
STEP 2
Go From Scattered
to Sorted
Instead of juggling your super over here, your mortgage over there, and your savings somewhere else... everything comes together into one strategy that actually makes sense.
STEP 3
Live the Life You're
Planning For
Stop worrying about whether you're making the right financial moves. Start making decisions from a place of clarity, with a team that stays with you as your life evolves.
“With limited time in my personal life and moderate knowledge of finances I handed all my requirements over to Wealth & Wise. Within 10 months of my first consultation I have purchased an apartment, invested my super in a higher yield fund & sorted my TPD insurance.”
— Peta Logan • Client
Real Clients. Real Reviews.
Here’s what it’s like working with Wealthy & Wise, from the people who’ve been through the process.
“Through meticulous diligence and understanding, Oliver from the Wealthy and Wise team ensured that my loan was refinanced efficiently and effectively.”
“With little time on my hands and minimal understanding of loan structures, Oliver made clear the process required and limited my involvement. I can safely say I have a confident understanding of my loan thanks to him!”
Amy Oxley
- Client
”I love this group of people! Both Scott and Oliver offer an incredibly personalised experience.”
“They truly care about my needs and have gone above and beyond to guide me through purchasing my first home and setting me up financially for the future. I would highly recommend this team!”
Lauren Richards
- Client
“We were very happy ....Oliver Heathwood from Wealthy and Wise was very professional and looked after us.”
“He always stayed in touch with us throughout the entire process, we had a very tight timeframe and he was excellent in keeping us updated and made sure we had all the information required to seal the deal. Thanks Oliver”
Rod Andersen
- Client
”Was an absolute pleasure working with Oliver and the team at Wealthy and Wise.”
“They are absolute professionals and I would happily refer them to my friends and colleagues. 10 out of 10 !”
Max Harris
- Client
“My go to at Wealthy and Wise is Josh Baker...”
“Excellent Prompt efficient reliable and a really pleasant person to deal with. Well done”
Patti McDonald
- Client
“Special call out to Josh...”
“for his exceptional professionalism, commitment, communication and customer service.”
Aldo Travia
- Client
“Oliver and Josh have been amazing! ”
“Professional, and timely advice, and have gone above and beyond to help me realise a dream for me and my daughter of home ownership!! No mean feat in this tough economy at the moment. They listened to my goals, situation, and aspirations, and what was/is/will be most important to me and geared everything towards achieving these with me. Even when I changed my mind, they rolled with it and came up with another strategy to help me out. Sounding boards, great advice and so supportive- thanks fellas!”
Clare Chub
- Client
”With limited time in my personal life and moderate knowledge of finances I handed all my requirements over to Wealth & Wise.”
“Within 10 months of my first consultation I have purchased an apartment, invested my super in a higher yield fund & sorted my TPD insurance. With so many differing options from so many sources, I turned my trust over to Scott and company and am very happy results. I feel I have a financial plan for the future and no longer stress about all the things I have put off as they have all been dealt with. Oh - and they also do your yearly tax. Thank you!”
Peta Logan
- Client
“Working with Oliver Heathwood to finalize my loan was an excellent experience.”
“His professionalism and expertise ensured a seamless and efficient process. Oliver took the time to understand my financial goals and provided clear explanations of the various loan options available. He addressed my inquiries with patience and helped me make informed decisions. Throughout the loan finalization process, Oliver maintained open and prompt communication. He was proactive in handling the paperwork and kept me updated on the progress of my application. Oliver's knowledge, attention to detail, and commitment to customer satisfaction made the entire experience stress-free. I highly recommend Oliver Heathwood for his exceptional service in helping finalize my loan. He made the process easy and enjoyable, and his expertise gave me confidence in my decisions. Thank you, Oliver, for your outstanding support and guidance. Regards, Matt S”
Matt Skinnar
- Client
Plus many more...
The Team That Makes Tax and Accounting Feel Simple
Hi, we're the team at Wealthy & Wise. We believe getting your tax and accounting sorted should start with your life, not a spreadsheet. With over 30 years of experience in financial services, we've helped Australians at every stage get the right support in place.
We take the time to understand your situation, your goals, and where you need help. Then we identify the key areas that need attention, prepare a clear summary of your objectives, and connect you with the right accountant to get it done.
Everything is done hands on, face to face and in writing. Plain English. No jargon. No pressure. Just a structured, personal approach that takes the stress out of something most people dread.
A dedicated expert who reviews your situation and identifies where you need support
Matched to the right accountant based on your needs and goals
Hands on support delivered face to face and in writing. No jargon. No guesswork.
30+ years of helping Australians get their finances in order
“Was an absolute pleasure working with Oliver and the team at Wealthy and Wise...”
— Max Harris • Client
The Difference Between Guessing
and Knowing.
The Difference Between Guessing and Knowing.
Most options leave you with more questions than answers. Here's why this is different.
WEALTHY & WISE
A Plan Built Around Your Life
Your full financial picture in one clear plan
Advice tailored to your life, not a template
Plain English, delivered face to face and in writing
A structured process backed by 30+ years of experience
You walk away knowing exactly where you stand
WHAT MOST PEOPLE DO
Figuring It Out As You Go
Decisions made in pieces with no overall strategy
Generic advice that doesn't reflect your actual situation
Jargon-heavy information that leaves you more confused
No clear picture of whether you're on track
Built for volume, not The constant feeling of hoping you're getting it right your success
“We were very happy ....Oliver Heathwood from Wealthy and Wise was very professional and looked after us.”
– Rod Andersen • Client
One Conversation Could Change Everything.
You've been thinking about this for a while. Reading this page proves that. The fact that you're still here means something is ready to shift.
You don't need to have all the answers before you take the first step. You just need to be ready for something to change.
The only thing between where you are now and where you want to be is a plan. And that starts with a chat.
Have a Question?
We've got you covered. Your question not here? Book a free no obligation call with us to go over the details.
Is the call really free?
Yes, 100%. This is a free, no-cost strategy call to understand where you're at and see if we're the right fit. No hidden fees, no obligation to continue.
Will I be pressured into anything?
Not at all. This is a two-way conversation. We want to make sure we're the right fit for you just as much as you do for us. If we're not, we'll tell you honestly.
What if I don't have much money to invest?
That's perfectly fine. Good financial planning isn't just for the wealthy. Whether you're starting out or starting over, we help people at every stage build a clear path forward.
Do I need to prepare anything before the call?
Just have your most recent super statement handy. That's it. We'll take care of the rest and guide the conversation from there.
What happens after the free call?
That's entirely up to you. If we can help, we'll explain what that looks like and you can decide in your own time. If not, you'll still walk away with more clarity than you came in with. No follow-up pressure.
This Is Your Moment to Finally Take Control of the Life You're Building
You've done the hard part. You've thought about it. Now let's turn that into a plan.
“Oliver and Josh have been amazing!”
– Clare Chub • Client
Copyright © 2026 Wealthy & Wise Lifestyle Planning. All Rights Reserved. • Privacy