Shellharbour Financial Advisor

Financial advice & support for Young Families & Millennials

Looking for a Financial Advisor in Shellharbour? Have you ever been overwhelmed when it comes to managing your finances and achieving financial independence? It’s hard to know what steps to take and where to start. You want to ensure you’re doing the right things, but it can be hard to know what those are.

Don’t worry – you don’t have to do it alone. We understand – we have been through the journey that you are on & know your pain. That’s why we have designed the Finnacle Financial Blueprint – a roadmap of the decisions needed for financial freedom. By understanding exactly what needs to be done, you’ll feel more confident reaching your long-term financial goals.

 

We believe that you are the hero in this journey that we call life. Our job is to take away your money problems so you can live the life that you dream.

Working with Dan, Prashant and the entire team has been brilliant. The advice and support we have received has been professional, bespoke and has genuinely helped us make better decisions regarding our finances. Financial advice hasn’t been something we have previously felt as though we could access and fully understand. However, the team have demystified for us complex financial processes and given us clear and trustworthy advice. The team are very accessible and the responsiveness from them has made the process to get financial advice super simple. We have really enjoyed working with the team and would definitely recommend!
Naomi Starmer
Its been a year now with Finnacle team availing their financial services and advice - My experience has been nothing short of exceptional. From the moment I engaged with their team, I felt confident that I was in capable hands. Their commitment to delivering personalized financial solutions is truly commendable. First and foremost, their customer service is top-notch. The representatives were prompt and attentive to my financial needs. They patiently listened to my concerns and tailored their services to address my specific requirements. Unlike some other providers, I never felt rushed or pressured to make any decisions, which made the entire process feel more comfortable and transparent. The expertise of their financial advisors is truly praiseworthy. I interacted with advisors - Prashant, Daniel and Jerry, the entire team demonstrated an in-depth understanding of the financial requirements and their guidance and insights were invaluable in helping me make well-informed decisions. Finnacle team commitment on educating clients about financial matters stood out to me. They genuinely care about their clients' financial well-being and are willing to go the extra mile to ensure they make sound financial decisions. my experience with Finnacle team has been truly exceptional. They have not only helped me secure my financial future but also provided peace of mind throughout the process. I wholeheartedly recommend their services to anyone seeking professional and reliable financial guidance.
Alag R
As a homeowner seeking refinancing, I had the pleasure of working with Finnacle team who made the process smooth and stress free. They took time to understand my financial situation and patiently answered all my questions. Throughout the application process Prashant, Jerry and team provided outstanding organisational skills. They promptly communicated with the updates and guided me throughout the application process. Prashant took time to compare the interest rates and helped us to secure the loan with great deal. The entire team is always approachable and responsive and made the entire process a lot easier. I cannot recommend Team Finnacle enough for anyone considering refinancing or finance related services.
Meena R
Sarah Thompson
I wanted to start investing but didn’t have a clue about where to start. Someone put me in touch with Daniel and it’s been the best decision I’ve ever made. Since then I’ve purchased my first investment property and have a great share portfolio. Prashant taking care of everything on the loan side means I don’t have to stress at all, he’s an amazing broker who simplifies everything so well. I can’t recommend these guys and the team at Finnacle enough if you’re seeking financial freedom!
Ash Cowen
Michelle Bannister
Recommend their financial services. Very knowledgeable and connected with the market trends. I felt being heard and designed outcome based services/ products.
Suriya Narayanan
Folks at Finnacle have absolutely been amazing with their support and help that they provide from financial advise perspective. Thank You for all your work. Cheers
Vamshi Javvaji
Have been receiving their services for the last 3 years and it’s been amazing. The Finnacle team have been providing an Excellent service and support based on individual/family circumstances and needs. Always provide a right advice depending on current market trends…. Referred them to my friends aswell.
Balaji Kannan
Sharna Thompson

Australia’s Top Financial Advisors in Shellharbour for Young Families & Ambitious Couples

Financial advice should be for everyone. We are on a mission to make advice simple, affordable and accessible. We specialise in helping Young Families and Ambitious Couples sync their finances, become financially savvy and achieve financial independence.

Get help in every area of your finances to solve all your money problems and build your financial confidence. We call this the Finnacle Way – from your initial Financial Blueprint, getting the foundations established and structuring everything properly.

The Finnacle Way also includes:

  • Monthly subscriptions
  • 60-Day 100% Money Back Guarantee
  • 100% online & video conferences, so speak to us when it suits you
  • Working with two of Australia’s top Financial Advisers
  • Getting support from our Award-Winning team, and financial advisors in Shellharbour

Work with two of the Financial Standard’s Top 50 Advisers

With over 25 years of combined experience, you can have confidence that you are getting the support that you need. Finnacle has been designed specifically for Young Families & Ambitious Couples. In fact, we are like you and going through the same things as well!

Work with Financial Advisors in Shellharbour, from the comfort of your home.

FREE Discovery Session

Take advantage of our FREE Discovery Session to go through your current situation, frustrations & aspirations. You will also get to know us, how we work and if we can help you.

We hate sales calls as much as you do, so this is the exact opposite of that. Because we can only work with a limited number of people we use this call to delve into your current money problems and the best way to solve them.

Straight Forward Membership options

We are subscription based and don’t have the big costs of other Financial Advisers. You can get the help you need for the cost of a phone plan, with a 100% 60-day Money Back Guarantee if you find we aren’t the right fit for you.

Our Trial Process allows you to understand more about how we work and can help, and which subscription is right for you.

Working with Dan, Prashant and the entire team has been brilliant. The advice and support we have received has been professional, bespoke and has genuinely helped us make better decisions regarding our finances. Financial advice hasn’t been something we have previously felt as though we could access and fully understand. However, the team have demystified for us complex financial processes and given us clear and trustworthy advice. The team are very accessible and the responsiveness from them has made the process to get financial advice super simple. We have really enjoyed working with the team and would definitely recommend!
Naomi Starmer
Its been a year now with Finnacle team availing their financial services and advice - My experience has been nothing short of exceptional. From the moment I engaged with their team, I felt confident that I was in capable hands. Their commitment to delivering personalized financial solutions is truly commendable. First and foremost, their customer service is top-notch. The representatives were prompt and attentive to my financial needs. They patiently listened to my concerns and tailored their services to address my specific requirements. Unlike some other providers, I never felt rushed or pressured to make any decisions, which made the entire process feel more comfortable and transparent. The expertise of their financial advisors is truly praiseworthy. I interacted with advisors - Prashant, Daniel and Jerry, the entire team demonstrated an in-depth understanding of the financial requirements and their guidance and insights were invaluable in helping me make well-informed decisions. Finnacle team commitment on educating clients about financial matters stood out to me. They genuinely care about their clients' financial well-being and are willing to go the extra mile to ensure they make sound financial decisions. my experience with Finnacle team has been truly exceptional. They have not only helped me secure my financial future but also provided peace of mind throughout the process. I wholeheartedly recommend their services to anyone seeking professional and reliable financial guidance.
Alag R
As a homeowner seeking refinancing, I had the pleasure of working with Finnacle team who made the process smooth and stress free. They took time to understand my financial situation and patiently answered all my questions. Throughout the application process Prashant, Jerry and team provided outstanding organisational skills. They promptly communicated with the updates and guided me throughout the application process. Prashant took time to compare the interest rates and helped us to secure the loan with great deal. The entire team is always approachable and responsive and made the entire process a lot easier. I cannot recommend Team Finnacle enough for anyone considering refinancing or finance related services.
Meena R
Sarah Thompson
I wanted to start investing but didn’t have a clue about where to start. Someone put me in touch with Daniel and it’s been the best decision I’ve ever made. Since then I’ve purchased my first investment property and have a great share portfolio. Prashant taking care of everything on the loan side means I don’t have to stress at all, he’s an amazing broker who simplifies everything so well. I can’t recommend these guys and the team at Finnacle enough if you’re seeking financial freedom!
Ash Cowen
Michelle Bannister
Recommend their financial services. Very knowledgeable and connected with the market trends. I felt being heard and designed outcome based services/ products.
Suriya Narayanan
Folks at Finnacle have absolutely been amazing with their support and help that they provide from financial advise perspective. Thank You for all your work. Cheers
Vamshi Javvaji
Have been receiving their services for the last 3 years and it’s been amazing. The Finnacle team have been providing an Excellent service and support based on individual/family circumstances and needs. Always provide a right advice depending on current market trends…. Referred them to my friends aswell.
Balaji Kannan
Sharna Thompson

Multi Award Winning

Our qualifications

    • Masters in Applied Finance (Specialising in Financial Planning)
    • Bachelors in Economics & Commerce
    • Advanced Diploma in Financial Planning
    • Masters in International Business
    • Graduate Diploma in Management
    • Advanced Diploma in Financial Planning
    • Certificate IV Finance & Mortgage Broking

100% 60-Day Money Back Guarantee

Here’s what everyone is talking about

We don’t have lock-in contracts (we hate them too!) and offer a free discovery session to see if we are the right fit for you. To make sure you are comfortable along your financial journey, you are entitled to our no questions 100% 60-day money back guarantee. Learn more about our Finnacle Financial Freedom Plan.

What you get

Financial advice is a journey, not a destination. We have designed an exclusive process – the Finnacle Way – where you are guided, advised and supported along your financial journey. This process involves:

  • Your FREE initial Discovery Call
  • Your FREE Discovery Session with a Financial Planner (normally $220)
  • A FREE Financial Health Report (valued at $199)
  • A FREE Roadmap Session outlining the path forward

Get your finances in sync!

Introducing your Shellarbour Financial Advisor!

Our members get full access to us and the team, as well as our network of specialists to solve all their financial problems. Over a 12 month period members will go through the following with their adviser & other specialists:

  • Designing a Financial Blueprint to show how to achieve all your goals – every financial decision you make could take your life down a different path. We’ll show you what different options mean, and create your financial roadmap to make sure you don’t get lost along the way
  • Tracking your Savings & Goals – Our income and expenses app makes it super simple to see where your money is going, and make sure you’re on track with your savings goals
  • Planning your Loan – this is all about helping you work through how much you can borrow,  the deposit you need and which bank is right for your situation. We then find solutions that work with your financial plan
  • Planning your Property Purchase – We help work through your price point, suburb selection and any grants & schemes you’re eligible for
  • Managing the 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
  • Sorting 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
  • Multiply & Boost your Money –  Start with just a few hundred dollars 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

What’s next?

Work with the best specialists and financial advisors & financial planners in Shellharbour & throughout Australia. Check out more about how we work, follow us on Facebook or set up your free Discovery call by clicking below!

Our Office at Shellharbour