Services we provide

Investment Advisory
Review your current situation and recommend investment opportunities Assessment of your existing portfolio structure and provide professional advice Tailored investments for individuals, businesses or organizations  

Superannuation
Alternatives investments for your superannuation and self managed super fund (SMSF)We can also arrange a SMSF to be established including Corporate Trustees if required.  

Accounting and Taxation  

Accounting advice for individuals, businesses or organizations Provide independent taxation reviews on request.  These services are provided by a large independent accounting and business advice group based in Victoria

Privacy Policy

At FutureWise Invest, accessible from https://futurewiseinvest.com.au, we are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our services. By accessing or using our website, you agree to the terms of this Privacy Policy.

1. Information We Collect
We collect personal and investment-related information from you through various interactions, including when you complete our enquiry form or request services. The information we may collect includes:

- Personal Information: Name, phone number, and email address.
- Investment Information: Types of investment products you are interested in and your investment readiness.
- Financial Information: Financial information is only collected during a consultation with an investment consultant. This includes information related to your financial situation,  superannuation, SMSFs, term deposits, and other investment preferences, collected only if relevant to the services you request


.2. How We Use Your Information
We may use your information to:

- Provide and manage the services you request, including guidance on investment opportunities, superannuation strategies, and SMSF resources.
- Connect you with our approved partners, who are experienced investment advisors, to help identify and recommend suitable investment opportunities tailored to your needs.
- Improve our website and customer service by analysing how you use our website.
- Send you emails or other communications about services, promotions, or updates, only with your consent.
- Comply with legal obligations and enforce our terms and conditions.

3. Sharing Your Information
We are committed to safeguarding your privacy and will only share your personal information with trusted, approved partners who assist in delivering our services. These partners are carefully selected investment advisors who work to help you find appropriate investment solutions based on your interests and readiness. We require that these partners handle your information responsibly and in compliance with applicable privacy laws.

We do not sell, trade, or otherwise transfer your personal information to any other outside parties. We may also release information when necessary to comply with the law, enforce our site policies, or protect our or others' rights, property, or safety.

4. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the content or privacy practices of those sites. We encourage users to read the privacy policies of any linked websites before providing personal information.

5. Security of Your Information
We take appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, please remember that no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Your Rights and Choices
You may review, update, or delete your personal information by contacting us at info@futurewiseinvest.com.au. You also have the right to withdraw your consent for data processing, where consent was previously provided.

7. Cookies and Tracking Technologies
Our website uses cookies to enhance your browsing experience. You can instruct your browser to refuse all cookies or indicate when a cookie is being sent. However, if you do not accept cookies, some parts of our site may not function properly.

8. Changes to This Privacy Policy
We may update this Privacy Policy periodically. We will notify you of any changes by posting the new Privacy Policy on this page with an updated date. Your continued use of our website after such changes constitutes your acceptance of the updated Privacy Policy.

9. Contact Us
If you have any questions about this Privacy Policy, please contact us:

FutureWise Invest
Email: info@futurewiseinvest.com.au