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FinFit Wealth Solutions
20 Park Road, Milton, Queensland, Australia
About FinFit Wealth Solutions
Welcome to FinFit Wealth Solutions, a leading finance establishment located on Park Road in Milton, Australia. At FinFit, we are dedicated to helping you achieve financial freedom and security in life.
One of our key services is assisting you in setting goals and managing your cash-flow effectively. We understand that financial stability is crucial, and our team of experts will work closely with you to develop a personalized plan that aligns with your aspirations.
In addition, we offer customized life insurance plans to protect you and your family in case of illness, accidents, or unfortunate circumstances. Our experienced investment advisers possess the knowledge and expertise to help you make the most out of your money, ensuring that your investments yield optimal returns.
We understand the importance of superannuation and retirement planning, and we are here to guide you every step of the way. Our dedicated team will show you the path to the retirement you deserve, ensuring that every day counts towards building a secure future.
What sets us apart from other financial planners is our autonomy and freedom. Unlike the majority of financial institutions, we are not owned by any of the big banks. This means that we can provide you with genuine and unbiased advice, always prioritizing your interests and needs.
Managing your finances has never been easier with FinFit. Our comprehensive platform allows you to access and manage all of your financial information in one place, anytime, anywhere. We provide you with the convenience and flexibility to stay in control of your finances effortlessly.
Our team of savvy financial planners is dedicated to creating customized financial plans tailored to your present and future needs. Whether you need assistance in growing your wealth, managing cash-flow, or planning for your post-retirement finances, our Brisbane-based wealth advisers are here to help. Benefit from their cutting-edge financial expertise and experience to create a free financial living plan that suits your specific requirements.
Why not take the first step towards financial success? Schedule a 15-minute phone call with one of our advisers to discuss how FinFit Wealth Solutions can assist you in achieving your financial goals. We are committed to providing you with the guidance and support you need to secure a prosperous future.
Photos of FinFit Wealth Solutions
Shop 4/20 Park Rd, Milton QLD 4064, Australia
Opening hours of FinFit Wealth Solutions
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
08:00 - 18:00
Sunday:
08:00 - 18:00
Reviews of FinFit Wealth Solutions
"Donna has taken care of us for a few years now and we honestly don't know what we would do without her. Donna's knowledge and professional approach makes you feel like you are in the hands of the World's Best Mortgage Broker. We would recommend Donna in a heartbeat to anyone!"
"At the start of 2021 we were looking at buying a new house and a friends of ours said “Oh I have Australia’s Best Mortgage Broker’ and gave us Donna’s details. The first meeting was with Donna and Rhys was so good, super relaxed and full of information and was able to lay out a simple plan for us. Everything was super easy and the process was smooth sailing with the house purchase. Fast forward 1 year later and we were ready to do a knockdown rebuild of the house that we bought, so we went back to Donna to help us out with a construction loan, the process a little more involved this time around plus the added joy of interests rates on the rise. Donna again was excellent in helping us get through the process and was able to negotiate a competitive rate for us which we locked in. Construction loans are a different beast and settlement only occurs after all plans are approved by council, ours approvals came in the eleventh hour and Donna was able to get our loan settled before the cut-off. Donna (and Rhys) are awesome to work with, we can’t thank them enough and have recommended them to others. I think we can definitely also say ‘We have Australia’s Best Mortgage broker!’."
"At the beginning of our new relationship we had been wondering how to combine our financial lives. One day we had the good fortune to see the FinFit signage ...Setting up that first appointment with Finfit was the best decision we could have made. Declaring our joint goals, commiting to our financial future together and understanding what our common priorities really are has changed our lives. With customised estate planning and investment planning in the model - our future feels secure. Working with Donna and Phil is an absolute pleasure. Planning for a comfy retirement is our current goal - starting that plan a little later than most required a healthy appetite for risk and hard work - Phil's measured and professional advice, comprehensive visual reporting and the FinFit regular 'check-in' model gives us the focus we need. When opportunities have presented we have been ready to reach for them - thats when Donna makes our investment dreams happen. Once the due diligence is done its time for the professional magic. Donna makes the actual attainment of the investment seem easy - previously the mysteries of investment financing were a little overwhelming to me, but with the support of the FinFit team I find it about as difficult as ordering a coffee and deciding the bean and milk - TEAM AWESOME! love your work too Rhys! Well Done and thank you"
"After listening to Donna's financial advice for many years, John and I signed up with FinFit over 6 years ago. We really had no idea where to start with planning our finances, but with their professional guidance and advice I feel so confident about our future financial stability. We have also set up our 4 kids with FinFit so they can learn how to invest in their futures. I view FinFit the same way I do my gym membership. A solid investment in my financial health."
"To be honest we were really hopeless with our finances and felt anxious about going around in circles when it came to debit. We starting working with Donna and Phil 5 years ago and we now feel confident about the strategies we have in place to pay off our home and secure our future. We had some amazing savings in insurance which really helped our immediate cashflow and we reviewed banks and insurance regularly to ensure we have the best services at the best price. FinFit is a family business with genuine people who are extremely professional and skilled in improving your financial fitness."
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