Real & Practical advice for first-time investors

New to investing? We’ve been there. Start your investment journey with us.

Making investing more accessible and exciting

It’s never too early (or too late!) to build your property or share portfolio, but we know it can be daunting to take those first steps. There’s so much information out there, so it helps to understand what you want to achieve and what it will take to get there.

That’s where we come in. We’re here to help first-time property investors make the most of opportunities in the market, and first-time share investors make sense of all the options.

With our help you’ll have a practical understanding of what it means to be an investor – and the confidence to get started. Knowledge is power!

Let’s do this.

Let’s talk investing.

Where to start as a
first-time investor

Why do you want to invest?

The first step is deciding where you want to invest your money and why. Do you want to buy an investment property or are you leaning more towards the stock market? Everyone has different dreams, so making this decision is an important first step

Get curious,
ask questions

Jump online and see what’s out there. Look at previous sale prices of properties that you like, in areas that you want to live in – or attend some auctions and experience the excitement of the property market firsthand

This is where
Finnacle comes in...

If you research has brought up more questions than answers, that’s where we come in. We want to listen to your grand plans and help you make them a reality. Talk to one of our financial advisors and they can tell you what’s possible and make a roadmap toward your bright financial future


1. Start with a quick chat

Book in a quick phone call to tell us more about who you are and make sure we’re the right fit for you


2. Discovery Call

Start with a Zoom call so we can get to know what your goals are and show you new ways to take control of your cash


3. Budget Q&A

Tracking your income and expenses is simple, we just need to find out how you save and spend


4. Roadmap Session

This is where the rubber hits the road. On this call, we’ll discuss a plan to get you where you need to be


5. Become a member!

Choose your subscription package and we’ll help you put your plan into action. You can upgrade or cancel at any time

Engage with team of
financial specialists

We’ll do the heavy lifting & help bring it all to life
(without breaking the bank)


Get a financial roadmap

Every financial decision you make could take your life down a different path. So we’ll show you what different options mean, and create your financial roadmap to make sure you don’t get lost along the way


Tackle your tax

We’ll help you work out how much and where to invest, so you make the most from your tax entitlements while building your portfolio


Manage your income

Your income is one of the most valuable things in your life. Whether you’re on a professional salary, self-employed or juggling multiple gigs, we’ll help you make the most of it


Track your savings

Our income & expenses app MyProsperity makes it super simple to see where your money is going, and make sure you’re on track with your goals


Plan your property purchase

This could be the difference between having a home to call your own, or renting forever. We’ll also help you work through price point, suburb selection and any grants & schemes you’re eligible for


Plan your loan

Plans are what make dreams possible. Our mortgage brokers will help you work through how much you can borrow,  the deposit you need and which bank is right for your situation


Multiply your money

Start with just a few $100 a month in an investment fund and with the right risk and return trade-off, you could be on your way to a $50,000 share portfolio


Sort out super

It’s everyone’s dream come true, an investment tool that straightens out your retirement and saves you tax too. We’ll help you take advantage of it – after all, it’s called super for a good reason


Manage risks

Life is unpredictable, so you need a safety net in the form of savings and insurance. You can always rest easier with a Plan B in place


Get your loans sorted

Yes, we can even help with your loan application – whether it’s your first home or an investment property. Our mortgage brokers will work to find solutions that with your financial plan

That's it! You've become a first time investor!

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.

Meet the team

Ready to take control of your money?

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