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.

More money, less worry

Quality financial advice is all about finding ways to make your money work harder for you, now and into the future. Val and Gary Watkins know just what a difference that tailored financial advice can make, especially when it comes from an experienced and caring adviser like Brendan Stone of FinNest Financial in Brisbane.

Val and Gary

A retirement dilemma

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. But with Val about to turn 65, all of her existing super assets would soon be assessable, and the couple were worried that this could significantly reduce Gary’s pension entitlement.

Val and Gary knew their financial situation would suffer if they kept things as they were, but they didn’t know what they could actually do to improve things. In the midst of their stress and confusion, a friend suggested that Val and Gary meet with Brendan to see if there was anything he could do to help.

“I was really lost and didn’t know which way to turn,” Val said. “So I decided to bite the bullet and get in touch with Brendan, and I’m very pleased that I did!”

Coming out on top

When developing the Watkins’ financial strategy, Brendan focused on finding a solution that would meet their cash flow needs while maximising Gary’s pension entitlement. And most importantly, Brendan wanted to alleviate some of their stress and worry.

For Val, one of the most positive aspects of her experience working with Brendan was how clearly he was able to show what her options were, so she could see which ones would best meet her needs.

“Brendan laid everything out in black and white and explained it in all in layman’s terms – he was able to make everything fit together beautifully,” she said.

As part of the strategy, Brendan recommended that Val and Gary each set up an allocated pension from their super. This meant that when Val qualified for a government pension, their Veterans’ Affairs entitlement was optimised to the maximum amount. Now with their allocated pensions in place, the income they receive has actually increased – leaving them in a better financial position overall.

Following Brendan’s advice, Val also sold some of the shares she had. By adding the proceeds to her super just before setting up the allocated pension, she was able to boost the couple’s retirement funds even further. Now with fewer money worries, Val and Gary can start relaxing in their retirement.

“Brendan’s a very personable fellow who gives you real peace of mind and makes you feel like you’re heading in the right direction,” Val commented. “We’re very happy indeed with how things are now, and we’ve even recommended Brendan to some of our friends.” 




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 website 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. In particular, you should obtain professional advice before acting on the information contained on this website and review the relevant Product Disclosure Statement (PDS).
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

WEB DESIGN BY KODE

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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