.jpg){kind=logo}
ABOUT US
Investwisely is a privately owned Australian company whose core focus is on providing the highest level of personalised service.
We seek to understand your goals and dreams and build a solution focused on your needs.
At Investwisely we work with you to establish your goals, and on an ongoing basis to make sure you stay on track to achieve your goals.
Our investment approach is unique to our business and based on fundamental analysis. We regularly adjust your investments to ensure they continue to be suitable as both your goals, and the macroeconomic environment change.
We build lasting client relationships by empowering you to make informed financial decisions that will make you feel confident about your future.
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.
Meet the Team
Geoff Walley
Director & Financial Planner
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.
Geoff was the founding partner of Investwisely and has also held senior roles in organisations such as Bankers Trust, Adelaide Bank, Lombard Finance, Hanover Australia, and Technology Leasing.
When not at work Geoff spends time watching his kids follow their dreams in football and equestrian.
Kinda McKean
Director & Financial Planner
Kinda joined Geoff at Investwisely in 2019 having previously worked with Geoff at Yellow Brick Road since 2016.
Prior to joining Yellow Brick Road, Kinda has over 15 years experience in Financial Services and has held senior roles at Colonial First State and Asteron. She holds a Masters of Commerce (Funds Management), a Bachelor of Science (Mathematics) and a Diploma in Financial Planning.
Kinda's passion lies in helping clients and tailoring solutions to suit their needs.