Tailored financial planning and investment solutions for every stage of your life.
Wallis Payne was established over 10 years ago to assist our clients and their families with meeting ongoing financial and lifestyle objectives through tailored financial planning strategies and prudent management of funds.
Because we operate under our own financial services licence, we are able to consider all available solutions to best meet your financial requirements throughout every stage of your life. We aim to deliver this advice in a professional manner with the highest possible standard of service.
Wallis Payne is not part of a bank or dealer group, and therefore our team of wealth management experts are able to spend the time to understand your unique financial situation as well as collaborate with your accountants to assist you with making confident and informed decisions about your future.
Our main objective is for you to steadily build wealth over the long term, which in turn allows you to enjoy a comfortable retirement and spend more time with family and friends.