finn financial planning

Ph: (03) 9370 9393

Do more of what makes you happy
We’ll help you protect your loved ones so that’s one less thing you’ll need to worry about.
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Ready to talk retirement?
We’ll help you through the maze of options and then create a plan that achieves your life long dreams.
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It starts with a plan
Create, protect and enjoy!
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Explore what it means to enjoy life with financial security. Talk to us today.
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- WHO WE ARE -

Hear from Keats Brydon about how small changes today can make an exceptional difference to your financial future.

Welcome to Finn Financial Planning, your trusted partner for all your financial needs. We are a dedicated financial advisory team committed to delivering tailored solutions to individuals, families and businesses alike. As a client of Finn Financial Planning, it all starts with you – your immediate needs and your future goals. Find out more about us in a video from our Founder, Keats Brydon.

- WHAT WE DO -

Our vision – Create • Protect • Enjoy – is at the heart of what we do and is designed to help you explore what it means to enjoy life with financial security

CREATE

We need to deeply understand you and your objectives to create a life plan by using a comprehensive, consultative approach to uncover your most important goals.

PROTECT

Insurance is about more than just protecting the things we don't want to lose. It's also about protecting the things that make your life enjoyable and more worthwhile.

Enjoy icon finnfinancialplanning

ENJOY

Our expert advice empowers you to make informed choices, to give you peace of mind and allow you to enjoy life to the fullest.

Our suite of Financial Advice and Financial Planning Services include:

Retirement Planning

Superannuation

Investment Planning and Portfolio Construction

Wealth Protection

Debt Management

Mortgage Broking

Small Business Solutions

Estate Planning

- WHO WE HELP -

RETIREMENT
READY

YOUNG
PROFESSIONALS

SENIOR MANAGERS &
EXECUTIVES

BUSINESS
OWNERS

WOMEN IN
BUSINESS

- TESTIMONIALS -

Making the step to see Finn Financial Planning set the wheels in motion. We met and discussed in length what steps to take for creating my wealth and securing my financial future. This has given me great peace of mind. Finn Financial Planning were professional and really took my individual needs into account. I would definitely recommend them to anyone who wants to plan for the future and enjoy the present.

V. Owen, Existing Finn Client

Making the step to see Finn Financial Planning set the wheels in motion. We met and discussed in length what steps to take for creating my wealth and securing my financial future. This has given me great peace of mind. Finn Financial Planning were professional and really took my individual needs into account. I would definitely recommend them to anyone who wants to plan for the future and enjoy the present.

V. Owen, Existing Finn Client

Since retirement we have had the good fortune to receive sound investment advice from Finn Financial Planning and are convinced that our financial situation is due to the quality of advice we have received. We look forward to receiving the same good advice in the future.

M & J Kinton, Existing Finn Client

Since retirement we have had the good fortune to receive sound investment advice from Finn Financial Planning and are convinced that our financial situation is due to the quality of advice we have received. We look forward to receiving the same good advice in the future.

M & J Kinton, Existing Finn Client

- OUR TEAM -

Our team is a well-balanced group of professionals that have a wealth of experience and a young dynamic approach

Keats Brydon

Founder Finn Financial Planning and Principal Financial Adviser

Keats Brydon

Keats is the Founder and principal adviser in the business. With over 25 years’ experience in financial services, Keats brings a wealth of knowledge and a broad range of expertise across all areas of financial planning. Her goal is simple – “to make the lives of our clients better so they can enjoy life”. Outside of work her life is fulfilled by family, friends, staying fit and enjoying life!
Thomas Reeh finnfinancialplanning img

Thomas Reeh

Founder Finn Lending Solutions and Mortgage Broker

Thomas Reeh

Thomas is the Founder of Finn Lending Solutions and provides lending and mortgage broking advice for our clients including home, investment property and commercial loans. He has over 30 years’ experience in the financial and banking industry, with an in-depth understanding of the Australian property and lending marketplace. In his spare time, when not tied down with ‘Dad’s Taxi Service’, Thomas enjoys golf, cricket, and clay pigeon shooting.

Ryan Hegarty

Finn Financial Planning, Financial Adviser
 

Ryan Hegarty

Joining our team in 2020, Ryan has worked in the financial services industry since 2014, amassing a variety of experiences that have shaped his proficiency in financial planning. He has a special affinity for aiding pre-retiree and retired clients, guiding them through this important life stage to ensure that their decisions result in a comfortable and secure future. His pragmatic approach draws from his diverse experience across large and small practices, allowing him to bring practical, tailored solutions to the each of his clients.

Deanne Almeida

Finn Financial Planning, Client Services Manager

Deanne Almeida

Deanne is a Client Services Manager at Finn and has been working with Keats since 2016. She has a Diploma in Financial Planning and has been in the Financial Services industry since 1999. Deanne loves meeting all our clients, developing a good customer relationship with them and hearing their stories. She is very proud of her family and family values is very important to her. Deanne continues to enjoy being part of the team at Finn Financial Planning.

- CONTACT US -

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