Will Powis

Plenitude Wealth

Gold

2 Yrs Experience

St Lucia, QLD 4067

About Will
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I have been working in financial services since 2016. I graduated from Griffith University with a Bachelor of Commerce (Majoring in Financial Planning), passed the FASEA Financial Planning Adviser Entrants Exam and completed the FASEA Professional Year in 2021.

From my education and working history, I have a wide range of experience in every aspect of financial planning, with a particular passion for helping clients prepare for, and enjoy, retirement.

Superannuation
Insurance Protection
Self Managed SuperFunds
Shares & Investments
Property Investment
Cashflow & Income
Borrowing
Tax Strategies
Growing Assets
Budgeting

All fees are discussed openly and agreed to before proceeding. No one likes a nasty fee surprise!

5.00 September 2022

I found Will to be very knowledgable and personable. Working with Will and the whole team at Brisbane Money Management made me feel comfortable that their advice was the best course of action for me and my family. I commend Will's passion and commitment to his clients and I don't hesitate to let people know that they should speak to Will for financial advice.

5.00 May 2022

Will is a legend. Super friendly, down to earth, explains things in a way that is easy to understand and won't make you zone out. He goes that extra step to help sort out finances. Have already referred my friends and family. Highly recommend!

5.00 April 2022

We are very happy with the service we receive by ALL the team at B M M, particularly WILL, who is always happy to listen to our feedback or concerns.

He is certainly interested in any concerns his clients may have, and his advise is always very clear and informative.

Frank and Beryl

5.00 April 2022

It gives us great pleasure to provide a review comment on our financial advisor Will Powis who we have known for Approximately three years. We find will is a very switched on guy and no doubt is a great asset to Brisbane Money Management. Foe will to provide us the best possible advise we have provided with information about our needs, goals, objectives and financial situation. as our financial advisor we have always taken up his recommendations as contained in the Statement of Advise as this information has been completely researched by him. We are very content to sit back and let Will keep on eye on our investments. Outside our twice yearly reviews we have moved on his recommendations before the market has changed to reap financial rewards.

Will has a very friendly nature and comes across as a professional in the field of financial advise. There is no doubt in our opinion that Will has improved our joint and SMSF portfolios.

As they say in the financial investment industry (Will is) "Highly Recommended".

John & Dot Tingalpa (Both 80 years old)

5.00 April 2022

Thank you Will - you and Tristan have helped us so much in navigating the waters towards retirement. We have been very happy with your clear, excellent and timely advice delivered with warmth and humour.

regards

John and Judy