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.

Peace of mind at a difficult time

Client photo

Losing a partner is a devastating experience for anyone to go through. No one wants to deal with complicated financial matters while they’re grieving, which is why it can help to get professional financial advice. And when that advice comes from an experienced and caring adviser like Brendan Stone of FinNest Financial in Brisbane, a difficult time can often become just a bit easier.

Sue Browne

A family tragedy

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. Former pilot Geoff was in his late 50s, and had always been fit and healthy. 

During their marriage, it was mainly Geoff who managed the family’s finances. Geoff also fancied himself as a do-it-yourself investor, and by the time he passed away in 2010, the Browne family had over 60 direct shareholdings and further investments in 15 managed funds.

Although these investments amounted to a decent capital sum, they were mainly speculative, in small parcels and not aligned to any specific purpose. For schoolteacher Sue who didn’t have much investment experience, it was a real headache.

“Before Geoff passed away, he thought I’d be able to carry on managing the portfolio, and he’d tied up some of the loose ends to simplify it for me,” Sue recalled. “But even though I tried to educate myself by doing an investment course, it really wasn’t my thing. I was worried I might do something wrong with the investments, which meant I was reluctant to do anything at all.”

Simpler and smarter investing

Unsure of what steps to take, Sue decided it was time to get some professional financial advice from Brendan Stone. Geoff, who was originally from Queensland, had previously been advised about his super by Brendan, and Sue knew how happy Geoff had been with the advice experience.

Over the next three years, Brendan helped Sue refine her investments by selling her managed funds and reducing her portfolio to 15 high-quality stocks. Under Brendan’s management, the new arrangements now meet Sue’s needs for capital growth and a tax-effective income. As part of the strategy, Brendan also arranged an insurance bond investment plus annual concessional super contributions.

“Brendan’s strategy has been to prune the portfolio down to a more manageable size and get rid of any dead wood, and he also lets me know if there are any better options for me to invest in,” Sue said. “He knows I struggle with these things, so he explains it all in language I understand.”

Today Sue still lives in Perth, with her and Geoff’s three adult children. Now that she’s in a good financial position thanks to Brendan’s advice, Sue recently enjoyed a holiday to Italy, and she’s looking forward to upgrading her car and having some home maintenance done. 

“Working with Brendan has given me peace of mind because I don’t have to worry anymore about what’s invested where,” said Sue. “I know that Brendan has his eye on it all, and he’ll make sure nothing falls through the cracks.”




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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