At Finn Financial Planning we specialise in providing financial solutions to individuals, families and businesses. We take the time to listen to you – to understand your hopes and dreams, values and needs. Only then can we design and implement the right strategies to build and protect your wealth.
We believe that the creation and establishment of a financial plan is the most important step you will ever take towards financial independence. Our holistic approach to financial planning involves working with you to identify your financial and lifestyle needs throughout each stage of your life.
Our philosophy "Create • Protect • Enjoy" is at the heart of our advice for every client. It’s all about helping our clients gain the financial confidence and independence they need to enjoy life, no matter what life stage they are at.
- Excellence: we are committed to excellence, from ourselves and each other, to benefit our clients.
- Results: we all contribute to achieving consistently high results - in service and investment performance - which directly affect the lives of our clients.
- Service: when dealing with our clients and each other, our commitment to service sets us apart.
- Integrity and respect: to build trust and ensure transparency, we communicate openly and treat our clients, stakeholders and each other with integrity and respect.
With a team of highly experienced Financial Planners, Mortgage Consultants and Accountants (through Stafford Whelan) , we can provide individual advice on any of the following:
- Wealth Creation
- Investment Advice
- Wealth Protection
- Salary Packaging
- Personal Insurance Protection
- Retirement Funding
- Retirement Transition
- Estate Planning
- Debt Reduction
- Mortgage Funding
We choose to hold our licence through Australian Unity Personal Financial Services Ltd, one of Australia's oldest mutual companies. Find out how we can help you.
If you are ready to take that step, please call us on (03) 9370 9393 or contact us using the form below.