Financial advice for every stage of life
Money decisions can feel overwhelming, but they do not have to.
At Moolawise, we help people make sense of their financial world so they can feel more secure, more confident and more in control of their future.
We have been providing financial advice built on genuine relationships, careful planning and practical guidance. With more than 20 years of experience working with clients, our team and trusted network of professionals bring expertise across the key pillars of financial planning, including lending, personal protection, superannuation including SMSFs, cash flow management, investments, tax-effective strategies and estate planning.
We understand that financial wellbeing is about more than numbers on a page. It is about protecting the people you love, creating more choice in your life, preparing for retirement, and knowing you have someone experienced beside you when important decisions need to be made.
That is why we deliberately spend more time with fewer clients. We take the time to understand your goals, your family, your financial position and the life you want to build.
Moolawise brings together “moola,” a familiar word for money, and “wise,” reflecting our purpose of helping people make smarter, clearer and more confident financial decisions.
Build wealth. Protect your family. Retire with confidence. Be Moolawise.
Life is unpredictable, and the right protection plan means the people you love are looked after no matter what happens. We review your income, debts and family situation to build a tailored insurance strategy, covering life, total and permanent disability, trauma and income protection, so you have certainty when it matters most.
Grow your wealth with a strategy built around your goals. Understanding how your investments fit into your broader financial plan is essential to achieving your goals. We help clients develop robust portfolios and tax effectively build long-term wealth.
Superannuation is one of the most powerful — and most overlooked — wealth-building tools you have. We help you choose the right fund structure, optimise contributions and consolidate lost accounts, with specialist guidance on SMSFs for clients who want greater control over how their retirement savings are invested.
You've spent decades building wealth, your estate plan ensures it goes exactly where you intend, tax-effectively. We create bespoke wealth protection strategies combining wills, trusts, power of attorney, and investment structures tailored to your family's situation.
If you’re planning for retirement, we help you make confident, informed decisions about your future. From understanding and optimising your super to exploring sustainable income options, we create a tailored retirement strategy aligned with your goals.
Give your children a strong financial start with a structured education savings plan.
We help you prepare for future education costs by building a dedicated investment strategy that grows over time while
managing risk.
Why choose Moolawise
We listen to your needs and tailor advice to your goals.
We provide advice that is in your best interest and easy to understand.
We're here for you every step of the way.
We act with integrity and are committed to your success.
Moolawise have been our financial advisers since 2015 and during that period, despite market uncertainty, they have provided us with sound and astute advice which has enabled our portfolio to substantially expand. We are very happy to recommend their services.
Grahame and Virginia
Moolawise have been providing financial advice to us since 2014. During that time they have listened to us and helped us build a plan that has put us in a financial position we could never have believed possible. We could not be happier with their services.
Jaroslav and Mary
Glenn is a great financial advisor and SMSF expert. He has been instrumental in helping our family plan for now, and the future. Something that sets him apart is his respect and understanding of women as equal financial partners in a relationship.
Highly recommend!
Felicity
Moolawise have helped us achieve our lifestyle goals and then found more ways to help us that we had not thought of. We have benefited substantially more than the fees we pay. Not only do they seek to catch up periodically, every single time we've reached out to our adviser with a question, he has been there for us right away.
Ronen