I believe that financial advice can make a positive impact on anybody's financial position. At FinNest, we work with clients to develop strategies that are tailored to meet their individual needs and objectives.
Areas of advice include:
Aged Care & Social Security
Savings & Investments
Superannuation & Retirement Planning (pre and post retirement)
Wealth protection (insurance)
We were referred by friends to Michael and his company Finnest and we are very satisfied with the advice that we received. We amalgamated our Super funds and now that we have a plan to be able to retire, we feel a large weight has been lifted off our minds. We wouldn’t hesitate to recommend Michael to anyone needing similar advice.
Michael has been our adviser for a period of years,we have been with FinNest since it's inception And have never looked back.We have always received sound advice along With clear explanation of highs and lows of the economy of Australia And the world.
I have been a client of Michael's for several years and appreciate his knowledge and experience. Michael gives great advice and has always tailored the information he provides to our changing circumstances. I wouldn't hesitate to recommend him.
I (42yo) went to Michael to get a "Financial health check", an understanding of what my financial future looks like, and guidance on what changes I could make now to maximise my investment and super earnings for retirement, and the possibility of retiring early.
Michael was fantastic, he spent the time to go through my current finances and more importantly spent the time to understand what I wanted my future to look like, and what was important to me.
Michael then proposed a number of changes and options with my portfolio, some which I hadn't even considered, which immediately not only reduced annual super/investment fees I was paying, but also gave me a better return. Michael also forecasted a number of scenarios which helped me understand the impact on my retirement income, if I make some of the big purchases I have been considering in the near future.
Michael and his team implemented all the changes for me, taking care of closing and opening accounts and investments and gave me clear and simple instructions on how to access online details. I was kept informed regularly throughout the process.
I was so happy with Michael's work; I actually referred him to my parents who are now seeing Michael to review their pensions, superannuation and budgeting!
I highly recommend Michael; I couldn't be happier with his expertise and the service he provided. I look forward to continuing to meet with Michael over the coming years to maximise my financial outcomes.
My wife and I have been working with Michael since we first came to FinNest. His knowledge and attention to detail continue to impress and gives us confidence that he has our best interests at hearts, personally and financially.
- Adviser status Gold
- Number of reviews 17
- First year providing advice 2014
- Years of experience 9
- Graduate Diploma of Financial Planning
FinNest Financial Pty LtdLevel 3, 67 Astor Terrace
Spring Hill, QLD 4000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Matrix Planning Solutions Ltd