Fintech Financial Services

Welcome to Fintech Financial Services, located in Fortitude Valley, Australia. As an establishment that specializes in finance, we are a point of interest for individuals and businesses seeking integrated financial solutions that truly make a difference.

At Fintech Financial Services, we understand that the right strategies can deliver significant value when combined with the right structures, tax planning, legislation, and asset allocation decisions. Our experienced team simplifies the complex world of finance, designing and implementing strategies that help you control and shape your financial destiny.

Whether you're investing in your own name, a trust, or a Self Managed Super Fund (SMSF), we offer a range of investment options that include ASX listed Australian Shares, Global & Emerging Market ETFs, Property, Term Deposits & Cash. Our experts can manage it all for you, taking away the worry and ensuring your investments are in capable hands.

If you're considering setting up a new SMSF or need assistance with the compliance, regulatory, taxation, and accounting requirements of your existing SMSF, our team of advisers and qualified accountants are here to provide seamless account management and maximum strategic reward.

We understand that achieving your financial goals requires freeing up surplus funds. That's why our income plan focuses on improving your cashflow through tax-effective strategies and efficient income utilization. The resulting surplus funds are then utilized to create wealth, as outlined in our investment plan that explores various options tailored to your needs.

We also recognize the importance of eliminating mortgage debt while using debt to create wealth. Our debt plan analyzes your current debt structure, explores mortgage reduction strategies, and determines the role debt can play in building your wealth.

Protecting what's important to you is a priority for us. Our risk plan analyzes your financial needs in the event of a setback to your health, seeking to identify and mitigate your exposure to financial stress. We help you choose the right level and type of insurance to reduce your financial risk.

Planning for retirement is crucial, and our team can assist you in identifying your income needs and the level of assets required to sustain your desired lifestyle. We work with you to achieve and maintain financial security during your retirement years.

Additionally, our estate plan anticipates your wishes in the event of your passing, ensuring that your wealth is distributed to the people you choose in a tax-effective manner with asset protection as a priority.

At Fintech Financial Services, we believe in getting to know our clients. We offer an initial consultation without obligation to gain an understanding of your current situation and what is important to you. From this chat, we determine the strategy areas that will add value to you, agreeing on the next steps to grow and protect your wealth.

Once we provide you with an exclusive Financial Strategy Report and you are comfortable with our recommendations, we implement and regularly review the agreed strategies to help secure your future.

We also keep you up to date with the latest news and insights. From the Albanese Labor Government's Second Budget to the extension of JobKeeper, we share what's on our mind to keep you informed about economic developments and their potential impact on your financial plans.

But don't just take our word for it. Our clients have praised our professionalism and the results we deliver. They appreciate that we not only rely on our own experience and knowledge but also consult experts in various fields to ensure the best outcomes for our clients.

Please explore our website and click on the different category headings to find out more about the specific services we offer. Keep in mind that blocking some types of cookies may impact your experience on our website, as they are necessary for providing certain services and customizing your experience.

At Fintech Financial Services, we are committed to providing you with comprehensive financial solutions that truly make a difference. Contact us today to schedule your initial consultation and take the first step towards achieving your financial goals.