Our Team.
Investwisely specialises in providing the highest quality investment advice and tailored solutions to suit your needs.
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At Investwisely, our clients are the most important part of our business. We strive to ensure that our clients' needs are always met and their best interests are at the core of the service we provide.
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We specialise in planning and investing before and after retirement. We have a tailored approach that considers your individual goals and builds a plan, portfolio, and income that allows you to retire in comfort.
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We opened our doors in 2010, and have been honoured to be trusted by so many wonderful clients, and look forward to helping more clients achieve their life goals.
​We are pleased to be partnering with Suburbanite, a leading provider in Property Advisory and Buyers Agent Service, to provide our clients with specialised property investment advice.
GEOFF WALLEY
Financial Planner &
Investment Advisor
Geoff is a joint director of Investwisely and the senior financial planner and investment expert. His focus is on creating the right financial plan for his clients.
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Geoff’s passion is helping people achieve their dreams. With over 20 years in finance, Geoff brings that experience to the investment structuring for our clients.
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Geoff has previously held senior roles in organisations such as Bankers Trust, Adelaide Bank, Lombard Finance, Hanover Australia, and Technology Leasing.
KINDA MCKEAN
Financial Planner &
Investment Advisor
Kinda McKean is a joint director of Investwisely. She is passionate about investing in property and finding investment opportunities.
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With over 20 years experience, Kinda understands the risks and rewards that come with investing and wants to use her skills and experience to ensure her clients have the right investment strategy.
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Kinda has a thorough knowledge of the property buying process, from securing a loan and finding a property all the way through to settlement.
