We have trusted Finwell with our financial journey and its paid off!!! We highly recommend Finwell. Their team show that they care about you and want you to succeed. We have purchased a number of investment properties, set up a self managed super fund and are saving money as well thanks to their great advice.

From setting up my SMSF to now working further within it, Finwell have always been professional and have tailored my SMSF to how I want it to be for me. I generally deal with Simone, but the whole team are great too.

A very friendly, helpful and professional team. Thanks to Adam, Simone, Harry & Grace for your patience & hard work, you have helped us make positive changes for our future. We appreciate your Passion and dedication.

The experience with Finwell has been really good. The team are knowledgeable, responsive, flexible and give good explanations.

Finwell are very good and I’m very happy with their services. I have bought 6 properties in 5 years and all the properties prices have increased.

Finwell provide a good all round service and informative webinars.

Clear, concise and straight forward guidance. No fluffing about.

Simone was understanding, professional and understood my priorities.

I feel confident with the advice plan Finwell has in place for our superannuation and retirement plans. No question is “too dumb” and everything is explained well. Suggestions are made but can be/are adjusted to meet our requirements.

Excellent financial knowledge and friendly staff.

Every interaction with the team at FINWELL has been positive, supportive and personal. From the Admin Staff to the Financial Advisors and Property Team, they have been amazingly welcoming and have helped us understand every step along the way. The team have been extremely accommodating, often scheduling meetings out of hours to work around our busy family and work schedules. Any questions we had along the way were answered promptly and in a way that was easy to understand and comprehend. Our experience with Simone and Stuart has been personable and this has definitely helped overcome reservations we had initially around engaging a Financial Planner, after negative experiences from our past with our previous financial services provider. Thank you to the team at FINWELL for helping us get our financial affairs in order and placing us on a path to achieve our financial goals.