Welcome to The Finview Group

We believe in providing our clients with all their financial options upfront, so you have a complete understanding of what benefits and choices are available to you.

We do this by providing you with a simple, easy to understand Financial Report.

The Report is designed to suit your needs, based around your Lifestyle and financial goals.

It will answer the following questions for you:
  • How much tax can I save this year?
  • Is there a way I could own my home sooner?
  • How much extra return could I achieve from my Super this year?
  • When will I have the choice to stop work and how much income will I need?
Click here to View Sample Report
There are five basic steps we follow:
STEP 1

Arrange a meeting to review your current financial position. This process only takes approximately one hour depending on the amount of questions you have.

STEP 2

We design a detailed Financial Report for you which will answer the following questions:

  • How much tax can I save this year?
  • Is there a way I could own my home sooner?
  • How much extra return could I achieve from my Super this year?
  • When will I have the choice to stop work and how much income will I need?
STEP 3

Once you have studied the report and its recommendations you have the choice whether you wish to proceed. If you choose to move forward, then we provide you with the necessary tools to activate the recommendations outlined within your report including access to range of thoroughly researched investment vehicles and finance products where required.

STEP 4

Implement measures to secure your financial goals safely and solutions to assist in your journey from the present to the point where you have the choice of stopping work. These include a choice of insurances and access to extra cash flow should it be required along the way.

STEP 5

We continue to follow your progress annually, by monitoring your results to ensure you are receiving the correct tax benefits each year and your banking structured remains current, ensuring you the largest interest savings available to you.

Please Note:

There is no charge to have us review your finances and provide you with your own personalised financial report. We charge no fees to our clients; we are paid direct by the providers of the investment products we offer should you choose to proceed with the recommendations outlined within your financial report. All of our services are provided on a “completely obligation free” basis. All of your personal information is used solely for the construction of your financial report and is treated as strictly confidential.

We look forward to being of assistance.