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Interest rates have risen again in Australia, and some lenders are already passing the increase on to variable-rate home...
21/10/2026

Interest rates have risen again in Australia, and some lenders are already passing the increase on to variable-rate home loans. AMP Bank, for example, lifted its variable home loan rates by 0.25 percentage points from 5 October 2026.

So, what could this mean for your household?

Your mortgage: Check how your repayments may change and when any new rate takes effect.

Your household budget: Review your regular expenses and allow for changes to your repayments.

Your financial priorities: Consider how your mortgage fits alongside emergency savings, super contributions, insurance and other goals.

You don't necessarily need to make big changes in response to a headline. Start by looking at how the news affects your own circumstances.

At Wisely Finance, we believe financial advice should help you see the bigger picture, understand your options and make informed decisions.

Have questions about how changing interest rates could affect your financial plans? Get in touch with us at wiselyfinance.com to start the conversation.

Ever heard a financial adviser mention an SOA and wondered what they were talking about?SOA stands for Statement of Advi...
15/10/2026

Ever heard a financial adviser mention an SOA and wondered what they were talking about?

SOA stands for Statement of Advice.

In simple terms, it's a document that sets out personal financial advice and helps explain the basis for the advice being provided.

Depending on the advice being provided, it can cover things such as your objectives and circumstances, the recommended strategies, and important information about the advice, including relevant costs and potential conflicts.

An SOA isn't just another piece of paperwork. It's there to help you understand the advice you're receiving and make an informed decision about whether you want to rely on it.

Financial jargon doesn't need to be confusing.

Have you come across a financial term you'd like us to explain? Let us know in the comments.

Building wealth is about more than choosing investments and watching them grow.It's about looking at the bigger picture:...
09/10/2026

Building wealth is about more than choosing investments and watching them grow.

It's about looking at the bigger picture: your income, savings, super, investments, debt, tax position and how you're protecting yourself and your family along the way. Building wealth without a plan to protect it can leave important gaps in your overall financial strategy.

A good strategy should cover both sides:

𝗚𝗿𝗼𝘄𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵: making informed decisions about saving, investing, super and long-term goals.

𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵: looking at insurance, emergency funds, debt and other strategies that help safeguard what you've worked hard to build.

The right approach will look different for everyone. What matters is having a strategy that fits your circumstances, your goals and the life you want to create.

Let's take a closer look at your overall financial strategy. Get in touch with us at wiselyfinance.com to start the conversation.

For many people, getting on top of their finances can feel complicated or overwhelming. Having someone who can simplify ...
30/09/2026

For many people, getting on top of their finances can feel complicated or overwhelming. Having someone who can simplify the process and help you understand your options can make all the difference.

We’re grateful to Markus for sharing his experience with us and for trusting us to help with his family’s finances and home purchase.

We believe good financial advice isn't about making things more complicated. It's about listening, understanding what matters to you and helping you make confident decisions about your financial future.

Thinking about your own financial goals? Get in touch with us at wiselyfinance.com to arrange a free consultation.

25/09/2026

We're on the move! 📦

Busy settling into our new office. A few boxes left to unpack and some finishing touches to go, but we're getting there!

Can't wait to welcome you into the new space soon at 30b/30 Hillsdon Road.

25/09/2026

It’s easy to get caught up in the day-to-day of managing your money and miss the bigger picture.

You might be paying the bills, putting money aside and making decisions as things come up, but that doesn’t always mean your overall financial strategy is working as well as it could.

Sometimes, a simple check-in can help you spot opportunities, understand where things could be improved and make sure your money is still aligned with your goals.

The key is knowing where you stand, understanding your options and having a strategy that supports the life you want to build.

Not sure whether your finances are working as hard as they could? Let us help you take a proper look and build a strategy that gets you there.

Your financial goals aren't just about money.Behind every number is something that actually matters to you.Maybe support...
22/09/2026

Your financial goals aren't just about money.

Behind every number is something that actually matters to you.

Maybe supporting your family. Paying off the mortgage. Building wealth. Or enjoying retirement on your terms.

That's why financial planning shouldn't just be about numbers. It's about understanding where you are, where you want to go and what you want your money to help you achieve.

Because everyone's goals are different, and your financial strategy should be built around your life.

What's one thing you'd like your finances to help you achieve?

If you're ready to make a plan around what matters to you, get in touch with us and book a free consultation at wiselyfinance.com

Why did Will start Wisely Finance?The simple answer: he wanted to help the people he felt were being overlooked by the t...
19/09/2026

Why did Will start Wisely Finance?

The simple answer: he wanted to help the people he felt were being overlooked by the traditional financial advice industry.

Wisely Finance was established in 2023 with a simple idea: financial advice should be personal, practical and focused on what actually matters to you.

Your finances aren't just numbers on a spreadsheet. They're connected to your family, your home, your future and the life you want to live.

That's why we take the time to understand where you're at, where you want to go and what needs to happen to get there.

Because your finances are personal, your advice should be too.

Thinking about your own financial goals? Let's start with a conversation.

Book a free consultation with Wisely Finance: wiselyfinance.com

What does a financial adviser actually do?It’s a fair question, especially if you’ve never worked with one before.Financ...
15/09/2026

What does a financial adviser actually do?

It’s a fair question, especially if you’ve never worked with one before.

Financial advice isn’t simply about choosing investments or being told what to do with your money. It starts with understanding where you are, where you want to go and what needs to happen to get there.

That could mean looking at your cash flow, superannuation, debt, investments, insurance and other parts of your financial life to develop a strategy around your goals.

Because no two financial situations are the same, your advice shouldn’t be one-size-fits-all either. Good financial advice should make things clearer, not more complicated.

If you’ve been wondering whether financial advice could help you make better decisions about your money, why not start with a conversation?

Not sure where to start? Book your free consultation with us: wiselyfinance.com

Think your life insurance through super is enough?Most people do. Until they take a closer look.The truth is, default co...
03/07/2025

Think your life insurance through super is enough?

Most people do. Until they take a closer look.

The truth is, default cover inside your super often isn’t enough to protect your family properly. It’s usually the minimum level of cover, with limited flexibility and strict conditions. Worst of all, most people don’t know what they’re actually covered for until it’s too late.

That’s why we created the Life Insurance Workshop. It’s a one-on-one session that walks you through your current cover, shows you what to look out for, and helps you figure out what you really need.

No pressure. No hard sell. Just straight-up advice you can trust.

Book your 1:1 workshop for $249 and leave with clarity, confidence, and peace of mind.

https://www.wiselyfinance.com/life-insurance-workshop

Address

3b/30 Hillsdon Road
Brisbane, QLD
4068

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61481591125

Website

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