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
Did you miss out on the Cashflow Boost and JobKeeper payments?
Genene attended her local CPA discussion group on 30th March. Following the meeting she met with Sheilana Prosper, CPA and Principal of Grow & Prosper, to further explore the k ..
Professional Services – upgrading equipment or vehicles?
Genene recently caught up with Chris Cordwell of Finstead Capital to discuss finance for professional services businesses. Chris said Finstead had taken a direct approach to help A ..
Superannuation Contribution changes from 1 July 2021
Announced this week, the concessional and non-concessional contribution rates for the next financial year have now risen. From 1 July 2021, Concessional contribution limits will ri ..
Will you be ready for EOFY?
It’s tax planning season, starting in March 2021. The end of the financial year will roll around quickly. There is time to get your tax in order, the key is to start early an ..