Joseph Hoe

Wealthwise Pty Ltd

4.70
7 Reviews
Gold
22 Yrs Experience
Osborne Park, WA 6017
Thank you for viewing my professional  profile I have been working in financial services for more than 16 years. I specialises in providing sophisticated financial planning strategies to my clients, but also has a keen interest in educating my clients about their financial affairs. I have strategic expertise in superannuation, investment, risk planning, Centrelink and pre & post retirement issues. I will be your financial partner who balances deep knowledge with deep rapport. I am an adviser who will listen to your individual circumstances and tailor a plan to suit your personal situation, regardless of how turbulent it may be.  My raison d'etre and passion lie in educating and empowering my clients to make smart financial decisions to achieve their financial independence and successful lifestyle & retirement goals.  I listen to your personal goals and provide goals-based financial advice which enables you to live the life you want today, while at the same time feeling confident that you will be financially secure tomorrow.   Drawing on my accounting, tax, management and financial planning advice experience, I also provide consultation and aid to a variety of charities and non-profit organisations. 'Philanthropy is the practice of applying assets of knowledge, passion and wealth to bring about constructive change.’ Peter Goldmark, Rockefeller Foundation, 1998

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 7
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Master of Taxation
  • Language spoken
    • English

Wealthwise Pty Ltd

The Garden Office Park, Suite 2, Level 4, 355 Scarborough Beach Rd
Osborne Park, WA 6017

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.70
7 Reviews
5
4
3
2
1
4.85
Clear communication
4.55
Knowledge & expertise
4.55
Customer care
4.70
Likely to recommend
Showing reviews 1—7 of 7

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4.00

"Having little expertise in the world of finance, I have put my trust in Joseph and I feel he has always been upfront and honest with me."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I have always found Joseph to be reliable and dedicated in the service that he has provided to me. I have no issues recommending Joseph to anyone who requires financial advice and services."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"joseph is always willing & available at all times in assisting with myself & wife in building our super & getting ready for retirement"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joseph is super dedicated and commutes to his clients and his work. Funny guy with a big heart."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Joseph has a wealth of knowledge across the financial landscape and always ensures he uses this to tailor his advice to help us meet our financial and life goals."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joseph Hoe is a trusted advisor. I have full confidence in his ability to help me manage my financial affairs. I sleep well every night knowing that my finances and investments are in good hands. I highly recommend him. In fact... I already have! To a number of my friends in fact! And they feel just as confidently in his abilities as I do."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was in hospital 4 years ago Joseph visited me and helped me fill out income protection claim forms. He also brought in flowers! I knew I could trust this guy."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2012

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
1997

Master of Taxation

Level
9 - Masters Degree
Institution
Curtin University
Completed
2004

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA

Financial Planning Association of Australia (FPA)

Membership type
SMSF Specialist Advisor

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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