About Us

Trusting the people that work with your money is just as important as the advice they give. See who we are and why we’re working to put your dreams first…

What We Do

Finnacle started as a response to everyday Aussies looking for high quality, reliable financial advice was truly accessible – the size of your income should not be a barrier to being financially secure. In just a few years, it has become a movement that puts our members in control of their money on their own terms. We exist to help young Australians thrive, so you can make a positive and meaningful impact on your world. Because it’s our members, and the people most important to them, that matter most.

How We Do It

There are plenty of stressful things in life. But money shouldn’t be one of them. We’ve pioneered on-demand financial advice to make sure you’ve always got support at your fingertips – for whenever life throws you a curveball. We’ve simplified money management and put you back in the driver’s seat: we give you the options to reach your goals – and you make the decisions on which path to take.

Our Story

Who We Are ?

Anyone can say that they’re different from other providers. And while our on-demand, online advice, provided by a team with a wealth of industry experience might tick the box, we don’t think that’s enough. Finnacle was founded by two mates with young families, facing the same challenges and hurdles in life as they saw their clients and friends going through. We’ve been there too, and that’s why we’re so passionate about helping more Aussies find financial independence.

Where We Come From

Our team has been built from across Australia to bring you the expertise you need– and our global network and partners add the quality service you deserve. Values and expertise go hand in hand, and you’ll experience our dedication and unique approach at every touch point.

Our Values

null

Transparent

Think big, think ahead and act now. Giving back later means you’ve taken too much today.

null

Helpful

We exist to support & solve. Everything we do must add value to our customer

null

Practical

Nurture collective intelligence. Evolve relentlessly and make complex simple.

null

Simple

Do more with less

null

Fun

Deliver wow at every interaction. Be real, have fun and do good.

Meet The Team

Prashant Nagarajan

Partner & Financial Adviser

Daniel

Partner & Financial Adviser

Matt

Communications & Marketing

Kent

Operations for over 10 years

Kath

Member support specialist for 2 years

Gurjeet

Senior loan processor for over 10 years

Patricia

Senior administration for 20 years

Ana

Member support specialist

Client Stories

FIRST HOME BUYER
Gilson & Felor, Brisbane

“There is someone validating our life planning and bringing us a lot of confidence. That’s priceless for me.”

Gilson & Felor had been trying to break into the property market for a while. With our advice and support, we ensured their property purchase went smoothly. They’re now in their own home with two kids and couldn’t be happier.

HOME UPGRADERS
Muthu & Meena, Adelaide

“Life is constantly changing, so it’s been invaluable to work with a company that has changed with us”

Muthu & Meena had been tracking along reasonably well and were ready for a bigger home. We set their financial foundations, a safety net and helped them upgrade to their new home.

FIRST TIME INVESTORS
Ash, Melbourne

“So much clarity, now I have someone who mentors my investing decisions.”

Ash wasn’t sure of the right way to start & build his portfolio. In 12 months with our help, Ash purchased an investment property to fast track his goal of financial independence.

FINANCE OPTIMISERS
Michael & Lisa, Brisbane

“Prashant helped me feel on track that I can retire comfortably. I wouldn’t have that assurance otherwise.”

Michael & Lisa came with strong incomes but finances in a bit of a mess. With us, they have set up a safety net, optimised their super and grown their investments to live the lifestyle they were after.

We’re helping people like you

See why we’ve been awarded Independent Financial Advisors’ Innovator of the Year.

This testimonial was given by our customers.  They are individual experiences of our customer that has used our service. However, they are individual results and results and outcomes may vary.  We do not claim they are typical results that consumers will generally achieve.  (Broker name/ business) cannot and does not guarantee results. Your full financial situation would need to be reviewed prior to acceptance of any offer or product.

Our Awards

Ready to take control of your money?

Kick off your no-obligation trial today – book your 15 minute discovery call

Menu