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Moneywise Group Australasia
       
 
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Moneywise Group Australasia
 
 
Mission statement: 

We are a highly motivated team of professionals who are dedicated to supporting the community and each other in the quest for optimal quality of life for those associated with our group and services.
Overview: 

Since 1999 we've been helping individuals, families and business owners take control of their money, their future, and their lives. So why should you choose Moneywise Group Australia?

   We're a one-stop shop. Our comprehensive range of financial and insurance products and services means we can arrange everything for you in one place.

   We have the experience. Our teams extensive knowledge and experience means you get the most accurate and up-to-date advice available.

   We're with you all the way. Unlike other companies that set you up with a plan and then forget about you, we work with you every step of the way. We keep in touch to make sure the plan is still working for you. And if its not, well change it so it does.

   We're hands-on. Every Company Director works actively in the Group, and makes sure you receive the dedication and service we pride ourselves on.
Vision: 

Our vision is simple: We want you to succeed.

   We want you to enjoy your life, achieve your goals, and have the kind of financial freedom that will have you looking forward to your retirement. It's why we started this company back in June 1999. And it's still what drives us today. Your success is our success.

   Combining a wealth of financial insurance and lending experience with our thoughtful service, we help you make the most of your money, your future, and your life.
History: 



David LoadsmanIn 1999, armed with a great deal of bravado and dedicated support from his business partners, Gary and Brett Gilday, David Loadsman left the crush of  Sydney to create a unique financial services business on the Central Coast of NSW.

Determined to make a better life for their clients, David, Gary and Brett established the Moneywise Group Australasia, a company dedicated to supporting the community, staff and clients in the quest  for optimal quality of life for all those associated with the group and its services.

Today, those employed by Moneywise pride themselves in the difference they are making to the lives of their clients, helping them to obtain their goals and reach a level of financial freedom which would allow them to enjoy their retirement years.

At the time of his premature death in September 2011, David's original vision of a holistic financial services business had been realised. True to David's philosophy on life, Moneywise continues thinking big and imagining the world of possibilities and opportunities that life offers us every day.

David always lived a big life and his attitude, positivity and enthusiasm were infectious to anyone who had the privilege to be around him. He would be proud to know that his beliefs will continue to push the business to greater heights.

Moneywise Group Australasia today is a fully integrated suite of businesses allowing us to provide a comprehensive range of financial, lending, accounting, insurance and many other products and services to all of our clients.


 
 
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