financial planning & lending specialists 03 9686 4976

The Choice Team

why I do it

I gain a lot of enjoyment in helping my clients reach that lightbulb moment when it comes to understanding their finances. I think most people want to contribute a little bit in an altruistic way and Financial Planning is my avenue to do so! That’s why I do it.

how I do it

My approach is to make sure I’m an expert, taking the time to listen and then giving my clients the tools to make informed decisions. I also work very closely with our team to always look at better ways to improve the client experience.

who I really am

I’m a naturally curious person so what I end up doing is usually dictated by this curiosity! I’ve completed a couple of solo-travelling adventures and definitely plan on going on more in the future. Away from travels, I’ll be with mates or on the bike. Also – how can I forget, Go Pies!

To have a chat with Wilson, call 03 9686 4976 or request a meeting here>>