
ABOUT WISEplanning
“We help people that have money to manage it and help people who don’t have money get it”
WISEplanning provides trusted financial solutions for individuals looking to grow wealth as well as those looking to acquire it. Our proven wealth generation strategies, research and tools are delivered through high quality coaching and consulting.
The result for our clients is more money, greater choice, with progressively less time and effort.
Meet The Team
Peter Flannery

Miriam Woon

Sean Yang

Theo Zbijowski

Kim MacKenzie
