Free consultation · Australia-wide
Helping people control and enjoy their money — for over 30 years. Book a free, no-obligation chat with a local adviser and get a clear view of where you stand.
Tell us what you'd like help with and an adviser will call you back — usually within one business day.
Your details stay private. No obligation, no cost for the first consultation.
30+ years
Advising Australians
Australia-wide
Serving clients nationwide
1 business day
Typical call-back time
How we can help
Know exactly when you can retire and what income you'll have.
We help you turn super and savings into a reliable retirement income — considering account-based pensions, Centrelink, tax and how long your money needs to last.
Consolidate, contribute and make your super work harder.
Your super could be one of your biggest assets. We review contributions, investment options, fees and insurance — and advise whether an SMSF suits your situation.
Diversified portfolios built around your goals and timeframe.
We build investment strategies around your goals, timeframe and comfort with risk — across Australian and global shares, fixed income and other assets where appropriate.
Life, TPD, income protection and trauma cover, sensibly structured.
Protect the plan you've built. We assess the right level and structure of cover for your circumstances, including cover held inside super.
Calm, practical guidance through means-testing and entitlements.
We explain aged-care costs, RAD and DAP choices, means-testing and Centrelink entitlements in plain English — so families can make informed decisions.
Budgeting, tax-aware strategies and smarter mortgage repayment.
It's not just what you earn — it's what you keep. We help you organise cashflow, reduce tax where appropriate, and align debt repayment with your broader goals.
Repayment modelling and debt structuring that fits your plan.
We look at your mortgage as part of your overall plan — modelling repayments, offsets, redraw and debt recycling to reduce interest and build wealth faster.
Passing wealth on the way you intend, without the guesswork.
We help you structure wealth transfer sensibly — reviewing beneficiary nominations, estate plans and family arrangements so your intentions are clear.
In their words
"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."
"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."
What happens next
Fill in the short form or call us — it takes about a minute.
An adviser calls you back to understand your situation and goals.
Meet online or in person. No cost, no obligation, no pressure.
Who you'll speak with
Principal Adviser
Financial Adviser
Financial Adviser
Call us or send your details — we'll take it from there.
Financial Investment Solutions Pty Ltd
Monday–Friday, 9:00am–5:00pm · (02) 9520 1577 · fis@fispl.com.au
