Finn Financial Planning
Finn Financial Planning is a specialist financial planning group who work together to provide solutions to individuals, families and businesses. As a client of Finn Financial Planning, it all starts with you – your immediate needs and your future goals. Find out more about us in a video from our Co-founder, Keats Brydon.
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. The values that guide our actions are: 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 Gearing Personal Insurance Protection Retirement Funding Retirement Transition Estate Planning Debt Reduction Mortgage Funding Centrelink We choose to hold our licence through Financial Wisdom Limited and therefore benefit from the support of one of Australia’s largest financial services organisations. Find out how we can help you.
Address: 306 Mt Alexander Road, Ascot Vale VIC 3032, Australia
Phone: +61 3 9370 9393
FAX: +61 3 9389 5852
