Prashant Nagarajan


13 Yrs Experience
Clyde North, VIC 3978

“No one cares how much you know until they know how much you care.”

After a decade in the financial services industry as a financial planner, client manager and technical analyst, I realised there was more I could do for young people trying to get ahead.

Finance is a very personal journey, shaped by your values and life experience. So I strongly believe in tailor-made financial solutions that will work for each individual. When I co-founded Finnacle with Daniel, we were on a mission to help young families access affordable and accessible advice for financial security. And I’m happy to say we’re realising our dream – and we’re helping our clients reach theirs.

I have 7+ years of experience in the Financial Services Industry. In this tenure, I have worked in a combination of roles such as a Financial Planner, Client Service Manager, Technical Analyst etc. I am now the Co-founder of Finnacle, where we help First-Home Buyer with affordable and accessible education, advice & support on their Journey.

As a Financial Planner, I focus on providing the right financial solution by not only taking a client centric approach, but also a Value Centric Approach by primarily understanding my client’s values and belief system in order to provide a tailor made financial solution for them.

‘Nobody cares how much you know unless they know how much you care’ has always been a philosophy I strongly believe in and have built my career and personal life around humility, honesty, and transparency.

I believe that the process of providing Financial Advice to a client is not a one-off transaction, but an ongoing partnership with their life’s journey. In order to help clients with their journey, I specialise in advising them on the following areas

  • Buying their First-Home
  • Helping people know the difference between Buying something vs affording it
  • Mortgage Advice & Broking
  • Cash flow analysis
  • Debt reduction strategies
  • Helping Young Couples get Financially ready when planning a family eg: Saving, Mat Leave

Planning etc

  • Savings and Investment solution e.g.: Deposit for home, Kids education etc.
  • Customised long-term wealth creation strategies
  • Scenario analysis i.e. debt vs Investments, debt vs Super etc.
  • Risk Management Strategies
  • Early Retirement Planning Strategies

Should you wish to have a confidential discussion about your Financial Situation and to discuss your options, feel free to send me a Private message with your details and I will get in touch with you to have a conversation.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

We offer a free Discovery Session for eligible people, and all our members begin with the Financial Blueprint Program. This shows what is possible & the best course of action to take. We then move onto the Build Phase of the journey where we bring the Blueprint to life, and once done progress to the Ongoing Care stage where we make sure things stay on track and help with how to level up finances further.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualifications
    • Master of International Business
    • Master of International Business
  • Language spoken
    • English


14 Marwedel Avenue
Clyde North, VIC 3978

Opening hours

  • 8:00am – 7:00pm Monday – Friday

Meeting methods

  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892