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
Holiday reading list
The holidays are upon us, for those of us taking a break here are some holiday reading ideas. Fifteen Years of book club books: https://www.listchallenges.com/15-years-of-book-club ..
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People often ask me “How can this happen?” The Dover Heights Ponzi Scheme would never have got off the ground if the now victims have taken some simple steps to protect themselves, ..
Is there such a thing as a low risk alternative to Term Deposits?
Tough to earn a buck for nothing these days. While that’s always been the case for our labour, there was always the illusion of some free cream from our money in the bank. Illusion ..
Are you surviving or thriving?
Late 2019 I decided to run a series of workshops called ‘Aspire to Thrive in 2020’. Everything was set and ready for launch on 28th March. Little did any of us know what would tran ..