FinFit financial planning, mortgage broking and lending services Brisbane, Gold Coast, Sydney and Australia.
Helping you get financially fit.
Be smart with money
Grow your wealth
Find the right loaN
Manage your mortgagE
Protect your legacY
Plan for the futurE
30+ years experience | 40+ banks & lenders
100s of happy clients & homeowners.
To get financially fit it helps to have a partner who understands your journey and cares about your goals.
Free financial health check.
Loan tools + calculators.
Access your wealth portal.
My wife and I have been very pleased with the financial services provided by FinFit. Having not worked with financial planners before we were unsure of where to begin, but FinFit have guided us effortlessly down the path towards financial wellbeing, whilst educating us along the way. What really impressed us was the way FinFit took the time to review our financial situation. Once we had a clear picture of this, we were able to develop achievable goals. FitFit have also helped us organise our first Home Loan whilst keeping in mind that we still had long term financial goals we wanted to achieve. Finally FinFit has provided a tool to help us be more accountable in tracking our expenses via an online portal. FinFit's caring and understanding approach made us immediately comfortable discussing what can be a sensitive topic. We would happily recommend FinFit's services to anyone who is ready to get Financially Fit.
We have trusted Phil and Donna with our financial affairs for close to 15 years and they prove to us year after year that we are with the right team. The best financial investment we have ever made is to have Phil and Donna as our advisors.
At the start of 2021 we were looking at buying a new house and a friends of ours said “Oh I have Australia’s Best Mortgage Broker’ and gave us Donna’s details. Everything was super easy and the process was smooth sailing with the house purchase. We went back to Donna to help us out with a construction loan, the process a little more involved plus the added joy of interests rates on the rise. Donna again was excellent in helping us get through the process and was able to negotiate a competitive rate for us which we locked in. We can’t thank them enough and have recommended them to others.
Phil's measured and professional advice, comprehensive visual reporting and the FinFit regular 'check-in' model gives us the focus we need. When opportunities have presented we have been ready to reach for them - that's when Donna makes our investment dreams happen. Donna makes the actual attainment of the investment seem easy - with the support of the FinFit team I find it about as difficult as ordering a coffee and deciding the bean and milk.
We were really hopeless with our finances and felt anxious about going around in circles when it came to debt. We now feel confident about the strategies we have in place to pay off our home and secure our future.
My husband and I have been working with Phil for over 10 years. We started working with Phil when we were not in a great financial situation and had two young children. Advice is well-considered, practical and honest and I would not hesitate to recommend their services.