Long-term relationships
Getting to know our clients and walking the journey with them.
Who we are
Everyone should be free to control and enjoy their money.
For over thirty years, Financial Investment Solutions has helped clients right across Australia. With more than 100 years of combined experience, we know what it takes to deliver on our promise — and what it takes to stay relevant in an ever-changing marketplace.
Our vision
Your money, where your heart is.
Our advice is holistic. We assess your entire financial situation and lifestyle and provide advice based on the whole picture — because every aspect of your financial well-being should be working together toward your goals.
We take great pride in knowing our team of professionals is well equipped to provide specialist advice across investing inside or outside of superannuation, personal insurance, savings goals and cashflow management — to name just a few.
No matter your age or stage, ask us how we can help you achieve your personal and financial goals.
Why our clients stay
Six things we hold ourselves to.
At the forefront
Staying current with regulation, markets and best practice.
A comprehensive range
Advice across the full spectrum of personal finance.
Innovation through technology
Modern tools that make advice clearer and more accurate.
Traditional values, fresh approach
Respect, integrity and care — delivered in a modern way.
Expert knowledge, honest advice
Friendly service from advisers you can trust.
How we think
Big questions first. Numbers second.
Many clients say that their financial planning experience really challenged them in ways they didn't expect. That's because we believe the 'big questions' should drive financial strategy.
What do you want from life? What are your values? What do you want to achieve? What are your priorities?
The financial plan we develop together will align with the answers to those questions. That is the most important aspect of what we do. That is how you achieve your goals.
Let us help you live your best life.
Meet the team you'll be working with — advisers, paraplanners and client services.