Finlay Financial Strategies

• Financial Planning & Advice Wealth Creation and Retirement Planning Investments How "Fee for Service" works Risk Insurance Income Protection Insurance Life Insurance Trauma Insurance & TPD Insurance Business Insurance

Financial Planning & Advice

• Wealth Creation and Retirement Planning
• How "Fee for Service" works
• Risk Insurance Income Protection Insurance Life Insurance Trauma Insurance & TPD Insurance Business Insurance
• Trauma Insurance & TPD Insurance
• Estate Planning Wills Discretaionary Trusts Powers of Attorney
• Fees & Charges Payment Options
• Taxation & Accounting Individual, Business & Superannuation Individual, Business & Superannuation
• Property Conveyancing Residential, Investment & Business/Commercial Residential, Investment & Business/Commercial
• Financial Planning & Advice Wealth Creation, Investment & Retirement Planning Wealth Creation, Investment & Retirement Planning
• JULY 06 2022  Fee Schedule 2022
• JULY 06 2022  2022 Individual Tax Return Checklist
• JULY 19 2021  2021 Individual Income Tax Information
• JULY 19 2021  2021 Individual Tax Return Checklist
• JULY 08 2020  Prepare for Life - Winter 2020

Welcome to Finlay Financial Strategies.

Established in 1982 as PT & MK Finlay Public Accountants, Finlay Financial Strategies has grown into a diversified firm providing services and advice in areas of:

• Business taxation and accounting,
• Financial planning and advice in all areas of wealth creation,
• Risk insurance - life, disability, income protection, trauma, Within the taxation and accounting area, we provide specialist assistance and advice in personal taxation and small business taxation and accounting, GST business activity statement preparation and bookkeeping, superannuation fund - enabling us to provide a comprehensive range of services to our clients

Our services extend to financial planning with our advisory team being authorised representatives of Professional Investment Services Pty Ltd (ABN 11 074 608 558) - Australian Financial Services Licence Number 234951

We are a “fee for service” financial planning practice providing strategic advice and recommendations with the objective of obtaining the optimum outcome for your personal position with the long term view of having personal sufficient wealth for you to enjoy your retirement We are under no obligation to promote particular investments In fact, we are one of the few financial planning firms that offer advice and services to deal with direct shares listed on the Australian Stock Exchange

We are also able to assist clients with their personal risk insurance needs, providing advice and quotes on death cover, trauma cover, income protection cover and business interruption cover