The story behind Cashwise

Cashwise – identify, protect and nuture.

Evolved from years of experience and knowledge.

The History

After years of watching the financial world become increasingly complicated and rule-driven, we noticed a shift: the focus moved away from you, the customer, towards self-protection for financial firms. It’s understandable, but we believe it’s time to put you back in the driver’s seat. That’s why we’ve created a personalized program tailored for families, particularly those with substantial assets.

Our program offers you a straightforward snapshot of your financial standing—no jargon, no complexity. It’s a tool designed to keep you and your wealth well-acquainted. You can easily monitor your investments, and we even make it convenient for your accountant to access this data, simplifying the tax preparation process.

But we didn’t stop there. Recognizing the need for deeper insights, we developed a comprehensive financial report to serve as the foundation for meaningful conversations about your wealth. This report helps pinpoint any areas of concern, empowering you to decide what kind of professional guidance you might need, if any.

By focusing on your specific needs and simplifying the complexities of wealth management, we aim to be the resource you didn’t know you needed but can’t imagine living without.

The Vision

At CashWise, we envision a future where managing wealth is not only simplified but also personalized, particularly for families with significant assets. We strive to be the industry standard for uncomplicated, transparent, and tailored financial reporting that put you back in control. We believe that true financial peace comes from understanding, not complexity. By offering a clear snapshot of your financial status and actionable, comprehensive reports, we empower you to make informed decisions about your wealth. We aim to be the indispensable partner you trust, transforming how you relate to your financial world.

“I feel Back in control. I have more confidence in my future and discussions with my advisors are more constructive and meaningful "

- Brad -

Business Owner


The team at CashWise have been recognized as an award-winning leaders, a testament to our unwavering commitment to putting famlies, individuals and business owners back at the heart of wealth management. Our accolades aren’t just badges on a wall; they are proof of our dedication to delivering a service that genuinely simplifies and personalizes the way you interact with your financial world.

Why does this matter for you? Because when it comes to managing significant assets, you deserve a partner that’s proven, trusted, and celebrated by industry experts. Our award-winning team’s program offers an easy-to-understand financial snapshot and comprehensive reports that serve as a foundation for meaningful discussions about your wealth. We empower you to make informed decisions, whether that’s fine-tuning your investment strategy or engaging the right professionals for specialised guidance.

Join CashWise today and be part of a financial future that’s not just promising but also centered around you.

Elevate your financial experience to award-winning levels. Choose CashWise. Choose excellence.