Est. 1993 · Engadine
Helping people
control and enjoy
their money.
For over thirty years, Financial Investment Solutions has helped Australians control and enjoy their money. With 100+ years of combined experience, we deliver clear, holistic advice — so your money is where your heart is.
- 30+
- Years advising
- 100+
- Years combined
- AFSL
- Licensed advisers
As featured in your kitchen, not a billboard.
Free consultation
Tell us what you need.
Send your details and one of our advisers will call you back — usually within one business day. There's no cost and no obligation.
- No cost, no obligation
- In person, phone or online
- 30+ years experience
What we do
Eight services. A complete strategy, built around your goals.
Most clients begin with one question — super, a mortgage, an inheritance — and stay for the bigger picture we build with them.
Superannuation
Consolidate, contribute and choose the right strategy for your stage of life.
Learn moreRetirement Planning
A clear plan for the income, lifestyle and legacy you want.
Learn moreInvestment Advice
Diversified portfolios designed around your goals and timeframe.
Learn morePersonal Insurance
Life, TPD, income protection and trauma cover, sensibly structured.
Learn moreMortgage Strategy
Repayment planning and debt structuring that supports your bigger picture.
Learn moreTax & Cashflow
Practical tax-aware strategies, budgeting and household cashflow.
Learn moreAged Care
Compassionate guidance through residential care and means-testing.
Learn moreCentrelink
Maximise entitlements and navigate the Age Pension with confidence.
Learn moreTools
Ten calculators. Honest numbers in minutes.
From superannuation projections to aged care estimates, our calculators give you a clear starting point — then we sit down together and refine the plan.
Open the calculator suite- Superannuation
- Pre-Retirement
- Retirement Drawdown
- Cashflow & Budget
- Mortgage Repayment
- Insurance Needs
- Investment Growth
- Debt Recycling
- Income Tax
- Aged Care & Centrelink
Built on relationships
A practice built on relationships.
For three decades we've advised Australians right across the country — from young families finding their feet to retirees enjoying the reward of a life's work. That context matters when advice is meant to last for generations.
Most of our new clients are introduced by someone we already advise. That trust is the metric we care about most.
Our storyIn their words
Three decades. Thousands of conversations.
"Such a super team. Pleasure to work with."
"Never felt so confident in our future."
"Knowledge powers results. The FIS team combines decades of experience with a genuinely personal approach — we always feel looked after."
"The team took the time to understand what we actually wanted from retirement. The plan they built is clear, realistic and something we can stick to."
"After years of ignoring our super, one meeting with FIS changed everything. Straightforward advice with no jargon."
"Genuinely caring and incredibly knowledgeable. They've guided our family through some big financial decisions and always made us feel supported."
Insights
From our journal.
Let's begin
Have a conversation before you make a decision.
Speak with one of our advisers about your goals. Appointments are available by phone, by video or in person — and after-hours by request.