Finwise works with a network of independent data providers, custodians, and research partners. These relationships help us keep our educational content accurate and our comparisons transparent.

Morningstar Data

Vanguard

BlackRock

State Street

Charles Schwab

Fidelity

Trusted by readers, supported by reputable institutions

Finwise started with a simple observation: most financial advice is either too vague to act on or too sales-driven to trust.

Why Finwise exists and what we stand for

Plain-language education first

We write about ETFs, index funds, retirement accounts and inflation hedging the way a colleague would explain them over coffee. No jargon walls, no urgency tactics, no promises of quick returns. Every guide we publish goes through a review pass to strip out hype and keep the mechanics accurate.

Evidence over opinion

Our articles lean on historical market data, fund prospectuses and tax rules that actually apply to Australian investors. When we compare strategies, we show the trade-offs rather than declaring a single winner. You get the reasoning, not just the conclusion.

Built for the long haul

We are not here to sell you a course or a subscription. The site stays free to read because our goal is financial literacy, not lead generation. If a topic needs more depth than a single article can hold, we link to the next guide instead of pushing a product.

Respect for your time and risk

We know the difference between a 35-year-old starting a first portfolio and a 60-year-old protecting a decade of savings. Our content separates beginner steps from advanced moves, and we always flag where professional advice is worth the cost.

Who Runs Finwise: Roles and Expertise

Editorial Lead

Polly Rowe

Polly oversees the editorial calendar and fact-checking process. She spent twelve years as a financial journalist covering superannuation and index investing, and she reviews every guide before publication to keep the tone measured and the numbers verifiable.

Research Analyst

Robyn Torp

Robyn compiles the historical return data and fee comparisons used across the site. Her background is in portfolio analytics for a Brisbane advisory firm, and she is the one who flags when a strategy only works in theory rather than in practice.

Retirement Specialist

Emmanuelle Ledner I

Emmanuelle writes the retirement planning and pension content. She has worked with clients aged 50 and over for more than a decade, helping them structure drawdowns, manage the Age Pension means test, and decide when to shift from growth to income assets.

Markets Contributor

Mikel Prohaska

Mikel covers ETFs, listed companies, and market structure. He previously traded on the ASX and now focuses on explaining how orders, spreads, and dividend imputation actually work, so readers can judge for themselves whether a product fits their situation.

Community Moderator

Miles Corwin

Miles runs the reader Q&A section and keeps the comment threads useful. He answers questions about account setup, tax forms, and broker comparisons, and he redirects anything that looks like speculative advice back to the relevant guide.

Finwise company

Who we are and why we publish

Finwise is an independent financial education resource. We are not a brokerage, a bank, or an advisory firm. Our editors and contributors come from personal finance, portfolio management, and financial journalism backgrounds. We write for adults in their mid-thirties to mid-sixties who want to understand investing, retirement planning, and wealth management without being sold a product. Every article is reviewed for accuracy, dated, and updated when market conditions or regulations change.

Plain language, not jargon We explain ETFs, dollar-cost averaging, and asset allocation the way a colleague would over coffee. When a term is unavoidable, we define it in the same paragraph.
No product pushing We do not recommend specific funds, brokers, or policies. Our guides compare categories and strategies, so you can make your own decision with a clearer head.
Education over headlines Market noise is constant. We focus on durable principles: compounding, diversification, inflation protection, and the discipline of regular saving.
Written for your stage of life Whether you are starting your first investment account or fine-tuning a retirement drawdown plan, our content is organized by experience level and time horizon.

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