Finiety Wealth | Financial Advisers

One conversation with a Financial Adviser could be the most important financial decision you ever make.

At Finiety Wealth, our job is to help you achieve your financial goals through expert, personalised Financial Advice. We want you to live your life, on your terms and we’ll build the strategy to get you there.

Why a conversation matters now

Many Australians don’t realise how quickly the retirement landscape is changing or what they could be missing out on.

The comfortable retirement benchmark keeps rising

ASFA now estimates that $630,000 is required for a single person and $730,000 for a couple to retire ‘comfortably’ at age 67.

Source: ASFA

Most Australians retire 2 years earlier than they planned.

The average intended retirement age is 65.6 years. The average actual retirement age is 63.8 years. That’s a 2 year gap most people don’t plan for.

Source: ABS

Nearly $19 billion in super is sitting unclaimed

The ATO has revealed there is almost $19 billion in lost and unclaimed superannuation waiting to be claimed by over 7 million people.

Source: ATO

From one call to real results

Everyone started exactly where you are today. See their stories below.

Your path, our plan

Click a number to see what happens at each stage of the process.

Stage 1

Welcome Call

A friendly introduction, how we work, and whether our approach is the right fit.

Stage 2

Discovery Meeting

We take time to understand your priorities, circumstances, and what you’re aiming to achieve.

Stage 3

Strategy Design

We develop a clear strategy aligned to your goals, risk profile, and long-term direction.

Stage 4

Presenting the Plan

We walk you through the strategy, explain the rationale, and outline the recommended next steps.

Stage 5

Implementation

Once agreed, we coordinate and implement the strategy with care and precision.

Stage 6

Ongoing

We monitor progress where needed, and ensure the strategy continues to support your goals.

Welcome Call

A friendly introduction, how we work, and whether our approach is the right fit.

Discovery Meeting

We take time to understand your priorities, circumstances, and what you’re aiming to achieve.

Strategy Design

We develop a clear strategy aligned to your goals, risk profile, and long-term direction.

Presenting the Plan

We walk you through the strategy, explain the rationale, and outline the recommended next steps.

Implementation

Once agreed, we coordinate and implement the strategy with care and precision.

Ongoing

We monitor progress where needed, and ensure the strategy continues to support your goals.

One climb, three stages

Find out where you’re starting from. Everyone starts the climb from a different point, click a stage on the mountain, base camp, mid-climb, or summit, to see which package fits where you are right now.

Foundational, base camp

Expedition

Want a structured, whole-of-advice approach
Are starting their journey with a financial adviser

Increasing complexity, mid-climb

Ascent

Have increasing financial complexity and responsibility
Are currently in, considering, or transitioning to a Self-Managed Super Fund (SMSF)
Are using or considering debt recycling
Want a higher level of strategic oversight and structure

Premium, the summit

Peak

Have significant financial complexity and need the highest level of adviser involvement and oversight

Ready to Take the First Step?

Start your path to financial confidence today. We’re here to guide you every step of the way.

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