FinNest: About us

Hear what our clients have to say

Every client we support has their own story to tell. Due to the fervour we have to support our clients and the wonderful outcomes this has created for them, our clients have an even greater story to tell once we help them to plan, grow and protect their wealth. Here are just a few of the fantastic stories our clients have been kind enough to share about their experiences of being a part of the FinNest Financial family.

Healthier finances, happier future

Brisbane nurse Lilian tells how it didn’t take long before she felt confident in Brendan’s approach and expertise

A good financial adviser knows that every client’s situation is unique – and so their financial plan should be too. That’s why Brendan Stone of FinNest Financial takes the time to understand each client’s specific needs, so he can design the ideal financial solution tailored just for them.

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More money, less worry

Val and Gary, from Alexandra Hills were looking to improve their financial situation in retirement

Val and Gary, from Alexandra Hills, first met with Brendan in 2013. Val had recently retired from her job as a medical practice manager, and the couple were looking for advice on how to improve their financial situation in retirement. As a Vietnam veteran, former toolmaker Gary receives a pension from the Department of Veterans' Affairs.

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Peace of mind at a difficult time

Perth retiree Sue Browne tells how FinNest Financial helped make a difficult time become just a bit easier

When Sue and Geoff Browne left the Northern Territory in 2008 to travel around Australia in their caravan, they were looking forward to the adventure of a lifetime. But things took a distressing turn early on, when Geoff was diagnosed with an aggressive form of cancer soon after they'd reached Perth.

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To start working with one of our professional financial advisers, call 07 3831 7629 or email.


FinNest Financial

Contact information

Office 07 3831 7629
Email enquiries@finnest.com.au
Level 3, 67 Astor Terrace
Spring Hill QLD 4000
FinNest Financial Pty Ltd
ACN 163 390 547
is a Corporate Authorised
Representative (No. 440812) of
Matrix Planning Solutions Limited
ABN 45 087 470 200,
AFSL & ACL 238256

Financial Planning Association of Australia
Advisor Ratings Platinum Advisor

© 2020 FinNest Financial Pty Ltd. All rights reserved

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IMPORTANT INFORMATION.

This web site has been prepared by FinNest Financial Pty Ltd. FinNest Financial Pty Ltd ACN 163 390 547 is a Corporate Authorised Representative (No. 440812) of Matrix Planning Solutions Limited ABN 45 087 470 200, AFSL & ACL 238256. The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs.

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