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Financial Planning & Advice

“Fee for Service” Financial Planning

Finlay Financial Strategies is a “fee for service ”financial planning practice providing strategies advice and recommendations with the objective of obtaining the optimum outcome for your personal situation.

With our “fee for service” model we have adopted a holistic view of financial planning.  Many other financial planners are “commission based” and only cover specific areas of investment such as managed funds and have a “size fits all” approach for their clients.

Recent Federal government legislation will soon outlaw “commission based” remuneration for advisors in favour as a “fee for service” regime.

At Finlay Financial Strategies, we cover all areas of financial planning from shares investments, managed fund investments, managed fund superannuation, self managed superannuation  (SMSFs), estate planning and risk insurance and we are under no obligation to promote particular investments or services of any institution or product provider.

This means that we are able to offer you an objective and dedicated service tailored to your specific and individual financial planning needs.

Contact us for an appointment to explain the financial planning process and discuss your financial planning needs.

Please note that our "fee for service" model only applies to investment products and does not apply to life and risk products, as these products are inbuilt with commissions.