We don’t have lock-in contracts (we hate them too!) and offer a free discovery session to see if we are the right fit for you. To make sure you are comfortable along your financial journey, you are entitled to our no questions 100% 90-day money back guarantee.

Financial advice is a journey, not a destination. We have designed an exclusive process – the Finnacle Way – where you are guided, advised and supported along your financial journey. This process involves:

• Your FREE initial Discovery Call
• Your FREE Discovery Session with a Financial Planner (normally $220)
• A FREE Roadmap Session outlining the path forward

Our members then get full access to us and the team, as well as our network of specialists to solve all their financial problems. Over a 12 month period members will go through the following with their adviser & other specialists:

• Designing a Financial Blueprint to show how to achieve all your goals – every financial decision you make could take your life down a different path. We’ll show you what different options mean, and create your financial roadmap to make sure you don’t get lost along the way.

• Tracking your Savings & Goals – Our income and expenses app makes it super simple to see where your money is going, and make sure you’re on track with your savings goals.

• Planning your Loan – this is all about helping you work through how much you can borrow,  the deposit you need and which bank is right for your situation. We then find solutions that work with your financial plan.

• Planning your Property Purchase – We help work through your price point, suburb selection and any grants & schemes you’re eligible for.

• Managing the Risks – Life is unpredictable, so you need a safety net in the form of savings and insurance. You can always rest easier with a Plan B in place.

• Sorting out Super – It’s everyone’s dream come true, an investment tool that straightens out your retirement and saves you tax too. We’ll help you take advantage of it – after all, it’s called super for a good reason.

• Multiply & Boost your Money –  Start with just a few hundred dollars a month in an investment fund and with the right risk and return trade-off, you could be on your way to a $50,000 share portfolio.

Work with the best specialists and financial advisors & financial planners in Wollongong & throughout Australia. Check out more about how we work, follow us on Facebook or set up your free Discovery call by clicking below!