Our Services

[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”section” _builder_version=”3.22″ background_color=”#60cdca” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_row admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” background_layout=”dark” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]

Our Services

Our advice is supported by extensive research which is based on sound investment principles.

[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”section” module_id=”advisory” module_class=”advisory” _builder_version=”3.22″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_row padding_mobile=”off” column_padding_mobile=”on” admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”|0px” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]

Advisory Services

 
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”2_3,1_3″ padding_mobile=”off” column_padding_mobile=”on” admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_column type=”2_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]At Moneywise you can access all of your financial solutions from the one organisation that understands your particular situation. We offer professional advice on an extensive range of cost-effective financial solutions including:

  • Wealth Management
    Focusing on investment portfolio construction, wealth and asset accumulation
  • Lifestyle Planning
    Attending to debt management and cash flow advice
  • Retirement & Superannuation Strategies
    Advising on pensions, Centrelink and income stream strategies
  • Self Managed Superannuation Funds (SMSF)
    Providing specialist advisory and portfolio administration services
  • Income & Asset Protection
    Insuring your key financial assets
  • Taxation Planning
    Aligning tax efficient strategies with your financial goals

[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image src=”https://development.moneywise.com.au/wp-content/uploads/2015/05/personal-600px.jpg” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”3.23″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” animation=”off” sticky=”off” always_center_on_mobile=”on”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row padding_mobile=”off” column_padding_mobile=”on” admin_label=”row” module_id=”accounting” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”30px|30px” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_divider color=”#a5a5a5″ divider_position=”center” module_id=”portfolio” module_class=”portfolio” _builder_version=”3.23.4″ height=”20px” hide_on_mobile=”off”][/et_pb_divider][/et_pb_column][/et_pb_row][et_pb_row padding_mobile=”off” column_padding_mobile=”on” admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”|0px” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]

Portfolio Services

 
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”2_3,1_3″ _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”2_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font_size=”16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]Moneywise provides complete Investment Fund and Self Managed Superannuation Fund (SMSF) administration services, which include:

  • Management of all correspondence and communications including corporate actions such as rights issues, share splits, share purchase plans and buy-backs
  • Day-to-day portfolio administration
  • Tracking of all investment activity
  • Investment portfolio reporting
  • Realised and unrealised capital gains reports
  • Monthly reconciliations and cash transaction reports
  • Preparation of year end investment reporting.

In addition, our SMSF administration service also includes:

  • Member balance reporting
  • Annual fund financials and income tax returns
  • External fund audit
  • All compliance requirements as stipulated by legislation.

Utilising our SMSF service will ensure your fund meets ATO audit and compliance requirements, giving you complete peace of mind.
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Contact Moneywise to discover more about our services.

[/et_pb_cta][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” _builder_version=”3.22″ background_color=”#000000″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ padding_mobile=”off” column_padding_mobile=”on” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.2.2″ text_font_size=”12″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” background_layout=”dark” hover_enabled=”0″ use_border_color=”off”]Moneywise Personal Financial Management Pty Ltd
ABN 43 764 170 979
Australian Financial Services Licence 287804
Australian Credit Licence 287804
Privacy Policy[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font_size=”12″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” background_layout=”dark” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]Level 17, Tower One, Collins Square,
727 Collins Street,
Melbourne Victoria 3008
PO Box 505 Collins Street West VIC 8007
[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=” ” _builder_version=”3.27.4″ text_font_size=”12″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” background_layout=”dark” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]Telephone: 03 9649 7611
Facsimile: 03 9649 7633
Email: [email protected]
www.moneywise.com.au
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Contact Moneywise to discover more about our services.

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