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About Finance Wise. When sense are more important than dollars

Finance wise is Adelaide’s leading provider of fully integrated financial services.

Finance wise is in business to take the time, hassles and expense out of finding the most competitive financial services including home and investment loans, family risk protection, superannuation and general insurance for small business owners, first home buyers, professionals and Grandparents.

Our commitment is to provide a level of personal service and understanding that is beyond that which any bank, insurance or fund manager employee is able to offer.

The key to this claim is not only twenty-five year’s experience in the financial services industry but also the commercial acumen of an individual who has an accounting degree, a marketing degree, two Diploma’s of Financial Planning and specialist SMSF accreditations. Combined these equate to outstanding specialist advice for any financial proposition involving wealth creation or protection.

The finance wise motto is dream.believe.achieve. Your dream may be to buy your first home, to purchase the building the family business has been leasing, to maximize superannuation to meet your retirement needs or have someone explain Aged Care in simple terms. Well whatever the dream if you believe it can be done we will turn that vision into reality.

When your clients ask how they can borrow money for business or property, save money on existing loans or find a better relationship with a bank call me on 08 8299 9707 or email me via the contact form here

James Barger-Bos BAcc BMgmt(mktg) DFPx2 MFAA – Director

Take a look at what our customers have recently said on our testimonials page