FinNest: About us

Client Testimonials

At FinNest Financial, we’re very fortunate that our clients’ experience with our firm has helped them become empowered advocates for our business. Here is a sample of some of the wonderful things our clients have had to say about their experience with FinNest Financial.

Angus and Tricia C, Mt Warren Park

‘As a busy professional with a young family, my personal finances weren’t getting the priority they should have. When we first met Brendan nearly ten years ago, that all changed. He made a dramatic difference, not only to the outcomes we now see but the knowledge we have about what we should be focusing on financially. First off his diligence revealed I had a super fund that was invested nothing like I thought it was, and Brendan turned my superannuation around so now it’s comfortably meeting our long term goals. When we wanted to start investing in property, Brendan devised strategies to complement our foray into investment property that made sense to us, such as making sure I had the right personal insurances and even devising smart and progressive ways to pay off our investment debt when the time is right. Brendan has been a terrific asset in securing our financial future, and to boot he even makes the job of planning our finances enjoyable, something we never thought we’d say!’

Angus and Tricia C, Mt Warren Park

Paola S, Bulimba

‘I’m thrilled with the results that Brendan’s strategies and support have delivered for me. I sought Brendan's advice following a financially devastating divorce and the realisation that I needed professional advice to get my financial future back on track. He assessed my situation, listened, and incorporated my needs into a sound and sensible plan - firstly in establishing my new residence, and then making up for lost time with strategies to dramatically improve my financial position. I am amazed at how far I’ve come in only 8 years with Brendan’s guidance, and I'm now looking to the future with great optimism and clear direction.’

Paola S, Bulimba

Lilian O Red Hill Qld

Fortunately for me Brendan took me on board as a client and the personally designed strategies he put in place, have turned my situation completely around in a fairly short period of time. I can't believe that I am now debt free with an impressive portfolio of investments, and a superannuation account to be proud of. I would also thank Brendan for taking into consideration my health issues as he continues to plan strategies to maximise my financial potential in the future. His ability to look at the whole picture, not just the financial one, has been very much appreciated. I can only have confidence in what Brendan has planned for me, and look forward to reaping the rewards of his hard work.

Lilian O Red Hill Qld

Frank and Kath D Derragun Qld

We have been clients of Brendan's for a number of years now and have found him to be honest and accurate in his dealings as well as very approachable. Recently due to a change in circumstances for us if it hadn't been for his professionalism, vigilance and knowledge regarding superannuation it could have left us with a tax bill of around $70,000. We have found his knowledge in all areas to be exceptional. We will continue to place our trust in him in the future.

Frank and Kath D Derragun Qld

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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