Welcome to Finlay Financial Strategies

Established in 1982 as PT & MK Finlay Public Accountants, Finlay Financial Strategies has grown into a diversified firm providing services and advice in areas of:

• Personal taxation,
• Business taxation and accounting, 
• Property conveyancing,  
• Financial planning and advice in all areas of wealth creation,
• Risk insurance - life, disability, income protection, trauma,
• Mortgage broking.

Within the taxation and accounting area, we provide specialist assistance and advice in personal taxation and small business taxation and accounting, GST business activity statement preparation and bookkeeping, superannuation fund - enabling us to provide a comprehensive range of services to our clients.

Property conveyancing is the service provided to assist purchasers and vendors of real property to legally transfer the property after the contract for the sale or purchase has been completed by a real estate agent.

Our services extend to financial planning with our advisory team being authorised representatives of Professional Investment Services Pty. Ltd. (ABN 11 074 608 558) - Australian Financial Services Licence Number 234951.

We are a “fee for service” financial planning practice providing strategic advice and recommendations with the objective of obtaining the optimum outcome for your personal position with the long term view of having personal sufficient wealth for you to enjoy your retirement.
We are under no obligation to promote particular investments, products or services of any institution. In fact, we are one of the few financial planning firms that offer advice and services to deal with direct shares listed on the Australian Stock Exchange.

We are also able to assist clients with their personal risk insurance needs, providing advice and quotes on death cover, trauma cover, income protection cover and business interruption cover.

Through our association with Australian Loan Company Ltd – National Consumer Credit Licence No 377711 - we are able to assist our clients with home loans, consumer finance and equipment finance. As accountants, we can provide our clients with the knowledge on tax laws, an appreciation of clients’ financial position to give you the best unbiased loan advice possible.