Financial planning

Financial fitness at every stage of life.

When it comes to financial planning the goal isn’t just growing your wealth but enjoying your life.

Whether you’re starting your career, growing your family, building your legacy, or winding down to retirement— the FinFit team will make sure your finances are set to support your lifestyle today and achieve your goals for the future.

With FinFit you’ll have clarity in your financial position, confidence in your decisions and support to stay on track. You’ll also enjoy less stress about money, less work managing your finances and more opportunities to make the most out of life.

GET FINANCIALLY FIT SHOW ME HOW IT WORKS

Expert financial support across all areas of your life.

Financial planning & advice

Get support to set financial goals, plus a tailored plan to achieve them and advice on the smartest financial moves for you, at every step on the journey and every stage of your life.

Money management

We’ll put you in control of your money and your future with streamlined cash flow, a realistic budget, regular savings and access to your own private personal wealth portal.

Tax advice

Make the most of your tax situation and minimise your liability. Working with your accountant we’ll make sure you have the right tax structures and keep your financial admin on track.

Insurance advice

Protect your wealth and your family with advice on the right insurance for you including income protection, life, total and permanent disability, trauma insurance and more.

Investment advice

Tap into emerging opportunities, make smart investment decisions and stay on top of how your portfolio is performing so you can secure your money and reap the rewards.

Superannuation, SMSFs & estate planning

Make every contribution count with expert advice on optimising your super and tax structures and a clear plan to drive your dollars further.

Estate planning

We’ll give you peace of mind and a plan to protect your legacy and make sure your wishes are met with strategies to transfer your wealth to your family while minimising their tax liability.

Retirement planning

We’ll formulate a plan that makes the most of your finances to create a comfortable retirement, with strategies to monitor your progress and maximise your investment portfolio.

Lending & mortgages

Get the right fit loan for you, manage your mortgage and pay down debt with advice and support from our lending specialists and mortgage brokers.

Phil & Donna have helped streamline and organise our entire financial position.

From refinancing our mortgage, fine tuning our cash flows into a detail budget and setting up life/personal insurances. With their professional help we have taken years off our predicted mortgage and have setup an investment portfolio to help us reach our financial goals.

Adam Wood

We really had no idea where to start with planning our finances, but with FinFit’s professional guidance and advice I feel so confident about our future financial stability.

We have also set up our 4 kids with FinFit so they can learn how to invest in their futures. I view FinFit the same way I do my gym membership. A solid investment in my financial health.

Elsie Pellegrini

We now understand what we should be focusing on financially and how to build on the opportunities available to us.

We always knew we needed to prioritise and ‘organise our finances’, but didn’t know where or how to even begin. Fortunately, we found FinFit and have completely transformed our financial outlook. Not only are Phil and Donna professional, dedicated and good at what they do, they are also wonderful people who genuinely care about their clients and their financial future.

Rebecca Hope

How it works

1. Get set.

Together, we’ll get a clear understanding of your current financial situation and unique needs, challenges and goals. You’ll start with a free financial health check then we’ll get together to explore the results, talk about your next best steps, set your financial goals and explore how the FinFit team can support you to achieve them.

2. Make a plan.

Now we know your financial goals and where you’re starting from, we can create a plan to get where you want to go. Your plan is completely customised and may focus on one aspect of your finances or many. Regardless of what your plan covers, we’ll always take your complete financial picture into consideration so we can provide realistic advice that aligns with all parts of your life.

3. Stay on track.

Now we have the plan, we give you all the support and guidance you need to make it happen. You’ll get access to your own private personal wealth portal where you can view real-time data and track your finances in one place including your bank accounts, investments, property, superannuation and more. We’ll also set regular reviews with our team so we can monitor your progress and provide guidance and advice every step of the way.

LET'S GET STARTED

Your wealth—
simple, streamlined & smart.

See your worth and monitor your progress in a snap. Your personal private wealth portal will give you immediate access to real-time data across all your finances including bank accounts, investments, property, superannuation and more.

PERSONAL WEALTH PORTAL

A mother playing with her child on the beach

Frequently Asked Questions

How much do you charge?

Our fees are customised to your unique needs. We’ll discuss the best way to work with us and indicative costs after our first call.

I’m struggling to manage my finances, will I be able to afford to work with a financial adviser?

We can help you decide if working with a financial adviser is affordable during our first call. Getting sound financial advice is almost always worth the investment, especially if you’ve struggled to manage your finances in the past. But there’s no obligation to work with us after we meet, and if it doesn’t make sense for you financially, we won’t recommend it!

Do you work with interstate clients or just QLD?

We work with clients right across Australia!

Can you do my tax returns?

While we do help with tax planning and advice on the best structures for you, we don’t do the paperwork and admin to lodge your tax returns. We’d be happy to recommend a number of excellent accountants from our network to help and we will work with whoever you choose to make tax time easy.

How often will we meet, and how will we communicate?

How often we meet depends on your goals and plan but we meet all clients at least four times a year and conduct a full annual review of their finances, goals and progress. We can meet in person or online and we’re happy to provide free advice to clients over the phone or on email for simple matters.

How do you incorporate my risk tolerance and investment goals into my financial plan?

We look at your entire financial situation and goals, considering your risk appetite, timelines, financial objectives, and all other relevant factors to create the right plan and give the best advice for you.

How will I be able to track the progress of my investments and financial plan?

You can monitor your wealth, track investment performance and view your entire financial picture in your Personal Wealth Portal. We’ll also keep you updated when we have our regular reviews.

Ready to get financially fit?

Our experienced financial advisors and financial planners in Brisbane and the Gold Coast work with clients right across Australia to improve their financial fitness and they’re ready to help you do the same. With a 15-minute call, we’ll help you better understand your financial goals and explore whether our team is the right fit for you.

BOOK A FREE 15-MIN CALL