Are you making the most of what you have?
Financial Planning, Investment & Insurance SolutionsDedicated to helping people across Sydney with their financial needs.
Maximise Your Financial OpportunitiesPlanning today for your ideal tomorrow - strategies to accumulate, grow & protect wealth.
Access Leading Edge Investment OpportunitiesInvest with the benefit of academically proven methods backed by decades of research.
Protect Yourself & Your Loved OnesInsurance Solutions For Life, Income, Disability & Illness.
The Finesse Difference
Finesse Financial Advisers are very different to the great majority of the financial planning industry. Here are three differences that set us apart from the pack.
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Privately Owned & Licensed
Finesse has no ties to any bank, fund manager or financial institution. We are free to recommend what is best for you and not what is best for a large parent company’s shareholders.
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Evidence Based Investment Process
Finesse uses an academically proven investment process that rejects speculation and focuses on the elements you can control – diversification, asset allocation and keeping fees low.
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Strong Industry Experience
The founder of Finesse has 10 years of financial planning industry experience. In addition, Finesse is part of the FYG Planners group which provides an ethical & supportive culture that ensures clients benefits from the collective knowledge base across the group.
LATEST NEWS
Quarterly Review – September 2020
As to be expected, the ongoing and dominant economic and market theme remains COVID-19. More so than ever, with COVID present no quarter will be quite like the previous. While Q1 w ..
SMSF Spotlight
A good financial adviser will remind you of what you know, help you to understand what you don’t know and walk you off the ledge when you feel like jumping. Nobody will deny it ..
Will you Grow and Prosper in 2021?
Genene recently sat down for a coffee with Sheilana Prosper who is the Founder of Grow and Prosper a CPA Public Practice, offering Virtual CFO services. Sheilana is a 20-year veter ..
Federal Budget 20/21
The delayed and momentous 2020 Federal budget has been handed down. It contains some amazing figures. The normally fiscally conscious Liberal Nationals have turned spendthrifts in ..