Investorwise Financial

Unit 5B, 141 Logan Road,Woolloongabba, QLD, 4102

phone 07 3177 3333

At InvestorWise Financial, we are passionate about working with individuals, families and business owners to help them get their 'financial house' in order so that they can achieve their personal and financial goals and discover financial freedom.

Based in the southeast Brisbane suburb of Woolloongabba, we have partnered with over 700 clients to achieve financial success for more than 25 years.

With 40 years’ combined experience in the financial services industry, Boyd Brown and his team deliver personalised solutions to a diverse range of clients at various life stages from establishers to retirees.

Clients are presented with a personalised plan or a ' strategic roadmap' which is that is regularly revisited to allow for changes to personal circumstances over time. In this way we are able to benchmark progress so clients always know where they are on the journey.

At InvestorWise, our team maximises each client’s potential to achieve their personal and financial goals by providing leadership and direction.

Commitment and personal service empowers our clients to succeed and obtain ‘peace of mind’ knowing they are in safe hands and that they can protect and provide for those most important to them.

The business works on a fee for service basis only so all clients know their costs before they proceed. Each client is provided with a scope of work for upfront fees and an ongoing service agreement where ongoing services are provided.

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Our team

Boyd Brown
Principal /Financial Adviser

Boyd has been a Financial adviser and business owner for almost 30 years, during that time he has witnessed many changes and challenges to both the financial services industry and the wider investment markets. Boyd and the Investorwise team feel privileged to partner with a diverse range of clients, all at different stages of their financial journey, to assist them to get their financial house in order so they can achieve their personal and financial goals. They do this by working closely with their clients to identify those issues that are important to them before and providing tailored solutions and a roadmap they can implement and follow.

Outside of work Boyd is a keen cyclist, he also enjoys photography and researching his family history.


Steven Bott
Financial Adviser

Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services