• Financial Planning, Investment & Insurance Solutions
    Dedicated to helping people across Sydney with their financial needs.
  • Maximise Your Financial Opportunities
    Planning today for your ideal tomorrow - strategies to accumulate, grow & protect wealth.
  • Access Leading Edge Investment Opportunities
    Invest with the benefit of academically proven methods backed by decades of research.
  • Protect Yourself & Your Loved Ones
    Insurance Solutions For Life, Income, Disability & Illness.

Plan

Are you making the most of what you have?

Invest

Are you speculating or actually investing?

Protect

Have you protected yourself and your family?

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.

  1. 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.

  2. 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.

  3. 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

October 10, 2022
Your Money Mindset YourMoneyMindset ..
October 1, 2022
My Financial Freedom Activity & Finesse Your Money Scorecard Download here: MyFinancialFreedomActivity&FYMScorecard ..
October 1, 2022
Your Money House Download the YourMoneyHouse Infographic here ..
September 29, 2022
Stormy weather It’s been rough out there and fear is everywhere. What port will you shelter in a storm? After starting off the quarter on a positive footing before going on a rally, markets have ..

Testimonials

Genene has excelled on every front as my advisor wearing, as initially requested, not only her professional investment advisory hat but also always remaining aware that I was a single mother and needed a conservative consideration for my future. Genene has fulfilled all my expectations helping me understand the complex world of investments, with patience and respect. I trust her judgment and feel, at all times, her absolute priority.

Virginia

Very Happy with everything that is explained. Genene is always happy to help. Have never had a problem talking to Genene I think that she always tries hard to please and been very available.

Lyne & Peter

Genene Wilson is a very efficient and effective Financial Advisor who communicates extremely well. Genene is honest and reliable and I value her opinion in helping us to be self sustaining in our retirement. Her wealth of knowledge and dedication to us as her clients is phenomenal and I would highly recommend her.

Karen

Have already recommended Genene to work colleagues, and very excited about our future under her guidance. Looking forward to watching the progress.

Craig

Genene is the best. If I'd met her 20 years ago I'd be retired now (and rich). I can thoroughly and confidently recommend her and her team.

Brett

My wife and I have benefited from Genene Wilson's guidance and advice since our initial contact with her. She is a dependable professional who gives pretty solid advice without wasting time on risky adventures.

Asthika and Nagi Chara

I find Genene explains things to me in simple terms and is very approachable.

Andrew