I’ve been blessed to be under the guidance of the whole Finn Financial planning team. Thanks to them, my financial security is so much better now. My situation is a bit different to others as I had to retire earlier than I wanted to, due to an illness. With their guidance, they helped me contact the correct medical people and they helped me formulate letters to be able to claim the extra medical benefits in my Financial Planning Policy. This means that now I have peace of mind and no worries. It made my life a whole lot easier and I thank them for that.
M. Griffiths, Existing Finn Client
From my first meeting with Finn Financial Planning I knew I had made the right decision in seeking their advice regarding my imminent retirement and financial planning.
Beginning with determining my immediate and long-term goals and objectives, preparing a personal Statement of Advice and ultimately seeing these implemented became a seamless, exciting new phase in my life. The level and quality of service was outstanding. Every alternative was discussed, questions answered and any follow-ups promptly attended to. Having confidence in the decisions I have made through their advice has meant a comfortable transition to retirement, completely stress free.
Periodic reviews allow me the opportunity to meet to discuss and maintain any changes to my retirement objectives. Their patience, friendliness and efficiency means I have no hesitancy in recommending Finn Financial Planning to my family, friends or colleagues regarding their financial needs.
Now in retirement, I know I can continue to enjoy life knowing my capital has been safeguarded and invested to provide maximum growth and a comfortable income.
B. Differding, Finn Client
It was the right time for me to make plans for my financial future. 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, Finn Client
M & J Kinton
We retired 11 ½ years ago using our Self-Managed Superannuation Fund as our source of income. This has provided us with financial security and the ability to travel overseas and within Australia. I am also able to remain involved in my long-time passion of sport skydiving and this has allowed us to participate in nine World Parachute Meets, both in Australia and overseas.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 given to us. We look forward to receiving the same good advice in the future.
M & J Kinton, Existing Finn Client
I feel more secure. I feel like someone is looking out for my welfare. Finn Financial Planning worked out a plan that accounts for my age, expectations, and goals. It’s been right on track.