About Wise Investments Direct

Helping Australians Build a Clearer Financial Future

Wise Investments Direct guides Australians through a complimentary review of their current superannuation while working alongside licensed financial advisers.

The review helps clients better understand areas such as fees, investment performance, insurance, lost super and multiple accounts. Where personal financial advice is appropriate, licensed financial advisers may assess the client’s circumstances and provide tailored recommendations through the formal advice process.
  • Complimentary superannuation reviews
  • Finding lost super accounts
  • Reviewing fees and insurance
  • Understanding multiple super accounts
  • Considering long-term retirement objectives
  • Access to licensed financial advice where appropriate
Our Role

Guiding You Through the Superannuation Review Process

Wise Investments Direct supports clients throughout the superannuation review process by providing clear information and helping them understand their current position.

We work alongside licensed financial advisers who may provide personal financial advice where appropriate. The adviser considers the client’s objectives, financial situation and needs before making any tailored recommendation.

Any personal recommendation relating to superannuation, retirement planning or financial products is provided by a licensed financial adviser through the formal advice process.

Superannuation Review

Begin with a complimentary review to better understand your super and identify areas that may need attention.

Lost Super

Make an enquiry if you may have superannuation from previous employment or accounts you no longer check.

Multiple Accounts

If you have more than one super account, it may be worth understanding what this could mean for fees, insurance, and account management.

Our Services

Helping You Review and Understand Your Super

Wise Investments Direct guides you through a complimentary review of your current superannuation while working alongside licensed financial advisers.

The process can help you better understand fees, investment performance, insurance, lost super and multiple accounts. Where personal financial advice is appropriate, a licensed financial adviser may provide tailored recommendations after considering your circumstances.

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Multiple Super Accounts
A complimentary starting point designed to help you better understand your current super and identify areas that may require closer attention.
Consolidating Super
Understand the potential costs, benefits and insurance implications of bringing multiple super accounts together before making any changes.
Find Lost Super
Identify super accounts you may have lost track of and understand what should be considered before transferring or consolidating them.
Free Super Health Check
A super health check is a simple starting point if you have not reviewed your super for some time and want to understand what areas may need attention.
Superannuation Review
Review key areas of your current super, including fees, investment performance, insurance and whether further personal advice may be appropriate.
Frequently Asked Questions

Questions you want to ask Wise Investments Direct

Find answers to common questions about the complimentary super review process, lost super, multiple accounts, fees, insurance and access to licensed financial advice.

You can start by scheduling a consultation with our experts or using our online tools. We provide step-by-step guidance to help you assess your finances, set goals, and create a personalized financial plan.

Yes, our services are designed for individuals, families, and businesses at all financial stages. We offer solutions tailored to your needs, from budgeting and saving to investments and wealth management.

Our head office is based on the Gold Coast in Queensland, however we service thousands of clients Australia-wide. You can meet our advisers in person or online to get expert financial guidance and support anytime.

Our goal is to help everyday Australians gain better control over their financial future and provide clarity that they are heading in the direction for retirement that they want to be.

Yes, we offer financial literacy programs, workshops, and resources for young investors and beginners. These initiatives focus on budgeting, saving, smart investing, and building a strong financial foundation.

FREE SUPER REVIEW

See If You Qualify for Your FREE Super Review

Take the next step towards understanding your super. Complete a few quick questions through the Improve My Super process to see whether you may qualify for a complimentary review of your current superannuation.
Contact Us

Get In Touch With Wise Investments Direct

If you would like to make an enquiry about your superannuation, lost super, multiple accounts, insurance, fees, or retirement planning questions, you can contact Wise Investments Direct using the form below.
Start With a Clear Super Review

Wise Investments Direct guides clients through the superannuation review process while working alongside licensed financial advisers. Where personal financial advice is appropriate, a licensed adviser may provide tailored recommendations through the formal advice process.