Attend our Finwellathon and see how you can do better now.

Below is what our CEO Adam Carmody has to say about the event.

Date: 11 December 2018 – 12.00pm – 1.00pm

Location: Zoom (a link will be sent to you on receipt of your registration)

CLICK HERE TO REGISTER NOW

We look forward to helping you do better financially!

 

Here’s what our clients have to say about us!

Graham and Linda, Warranwood Victoria

Adam has been our financial advisor for several years and we have always found his service second to none. He is professional and diligent and above all else he is honest.His clear and concise investment strategies havesteered us through the minefield of planning for our financial security.We are confident that Adam is going to be with us for the long term and always have our best interests at heart. I have no doubt in recommending Adam to family and friends.
2018-05-27T12:42:33+00:00
Adam has been our financial advisor for several years and we have always found his service second to none. He is professional and diligent and above all else he is honest.His clear and concise investment strategies havesteered us through the minefield of planning for our financial security.We are confident that Adam is going to be with us for the long term and always have our best interests at heart. I have no doubt in recommending Adam to family and friends.

Daryl and Jen, Sydney

Jen and I have been working with Adam and his team for the past 4 years. Adam always seems to be one step ahead of our financial needs – he has found several properties for us to purchase in places we all agree are good opportunities to invest (his team also provides great support throughout the purchase process including finding appropriate property financing). Adam has also assisted us with our financial planning in our SMSF as well as supporting our insurance needs. He understands our investment strategies and supports our decisions. We have some work to do to get to where we want to be when Jen and I retire, but we are well on the path to meeting our goals due to Adam’s involvement.
2018-05-27T12:43:22+00:00
Jen and I have been working with Adam and his team for the past 4 years. Adam always seems to be one step ahead of our financial needs – he has found several properties for us to purchase in places we all agree are good opportunities to invest (his team also provides great support throughout the purchase process including finding appropriate property financing). Adam has also assisted us with our financial planning in our SMSF as well as supporting our insurance needs. He understands our investment strategies and supports our decisions. We have some work to do to get to where we want to be when Jen and I retire, but we are well on the path to meeting our goals due to Adam’s involvement.

Ross Larson, Sydney

“I have known and used Damian Espinosas services for over 5 years now in the areas of Self managed super fund/Life,Income protection and trauma insurances /investment property advise and taxation and have always found him to be on the ball and easy to deal with in all these areas.He really knows his stuff and is quite happy to visit you in person after hours and spend time explaining things to you at length if needed.He will happily cop a load of questions and emails and sort the wood from the trees and give you the answers you really need .Our super fund has performed well above average as a result of investment suggestions he made to us .When it comes to investment properties he has the right connections and knowledge to lead to great choices that have and are delivering great growth prospects.I would recommend his services to anyone looking for financial /tax /retirement and super advice.”
2018-05-27T12:44:22+00:00
“I have known and used Damian Espinosas services for over 5 years now in the areas of Self managed super fund/Life,Income protection and trauma insurances /investment property advise and taxation and have always found him to be on the ball and easy to deal with in all these areas.He really knows his stuff and is quite happy to visit you in person after hours and spend time explaining things to you at length if needed.He will happily cop a load of questions and emails and sort the wood from the trees and give you the answers you really need .Our super fund has performed well above average as a result of investment suggestions he made to us .When it comes to investment properties he has the right connections and knowledge to lead to great choices that have and are delivering great growth prospects.I would recommend his services to anyone looking for financial /tax /retirement and super advice.”

Kate H, Frankston

“I can’t recommend Adam Carmody enough.  We are so relieved that we have finally found someone to help us with our financial investments who has integrity, listens to what we need, gives us sound advice and works personally with us to create our financial success.  After being left by a previous company who didn’t do any of these things, Adam and his wonderful team have been extremely helpful, attentive and really easy to deal with.  We’re looking forward to continuing a long term relationship with Adam and his team.”
2018-09-01T12:41:37+00:00
“I can’t recommend Adam Carmody enough.  We are so relieved that we have finally found someone to help us with our financial investments who has integrity, listens to what we need, gives us sound advice and works personally with us to create our financial success.  After being left by a previous company who didn’t do any of these things, Adam and his wonderful team have been extremely helpful, attentive and really easy to deal with.  We’re looking forward to continuing a long term relationship with Adam and his team.”

The Morros’s Vic

Prior to us becoming a client of Finwell we had a financial advisor that would touch base with us once a year to review our insurances and provide us with an update on how our superannuation was performing.That was basically it. We spent many a year not having any sort of plan for our future or peace of mind other than relying on how our shares were trading in our super fund. To be honest that's all I thought a financial advisor did. After many years of angst and frustration we decided we had enough and turned to your business for support. That's when we met Simone.

Simone is an absolute pleasure to work with and for the first time in my life dealing with financial advisors, she has been the only one that has been able to give us peace of mind about where we are headed financially. It is clear that she is invested in ensuring we achieve our goals and on many occasions has gone out of her way to support us. For that we are grateful. So much so that we have now become your Brand Ambassadors, telling everyone we know about your business and the service and support we have received from Simone. We consider her more than just our financial advisor, we consider her our friend. She is an asset to your business and we look forward to being a client of Finwell for many years to come.
2019-04-29T00:43:15+00:00
Prior to us becoming a client of Finwell we had a financial advisor that would touch base with us once a year to review our insurances and provide us with an update on how our superannuation was performing.That was basically it. We spent many a year not having any sort of plan for our future or peace of mind other than relying on how our shares were trading in our super fund. To be honest that's all I thought a financial advisor did. After many years of angst and frustration we decided we had enough and turned to your business for support. That's when we met Simone. Simone is an absolute pleasure to work with and for the first time in my life dealing with financial advisors, she has been the only one that has been able to give us peace of mind about where we are headed financially. It is clear that she is invested in ensuring we achieve our goals and on many occasions has gone out of her way to support us. For that we are grateful. So much so that we have now become your Brand Ambassadors, telling everyone we know about your business and the service and support we have received from Simone. We consider her more than just our financial advisor, we consider her our friend. She is an asset to your business and we look forward to being a client of Finwell for many years to come.