Finstyle Planning Solutions - East Melbourne (VIC)

5 /5 Kylie H: Brad and the Finstyle team are honest, reliable, extremely knowledgeable and really care about providing the best financial plan to be able to live and enjoy your life. I could not recommend anyone better to deal with. Absolutely amazing service and team.

5 /5 Melissa Bell: Brad and Gavin at Finstyle Planning have been nothing short of amazing. Both are highly professional, yet easy going and down to earth. Their effective and straight forward communication and information sharing removed the barriers (e.g., confusion and fear) that held us back from investing, financial planning and personal insurance policy options. By working with Brad and Gavin my husband and I feel safe and supported in our financial decision making.

5 /5 Stacey Maxwell: For almost 15 years Brad and the Finstyle team have been providing advice and support to my husband and I. I was pregnant with my first child when we were first presented with information regarding insurances, investments to save for future school fees and a plan for our retirement. I honestly thought do we really need to do all of this??!! I’ll never forget Brad saying to me “Stacey, insurance is the hardest thing to sell, but if you hit a bump in the road with your health , it could make a difficult time in your life less stressful.” Unfortunately 2 years ago at 46 years young my husband was diagnosed with cancer and our life was turned upside down. Thanks to Finstyle’s advice and ongoing reviews regarding the best policies for us, our insurance company provided us with a lump sum payment. Both of our children are in high school next year and our savings from our share portfolio set up for fees will be put to good use! We will always be eternally grateful for the support that Brad and the team at Finstyle gave us and continue to give us. You’re not just treated like a client, you’re treated like family.

5 /5 Stephen Carter: I have had a very happy and supportive relationship with the Finstyle team for more than ten years. Over this period I have been well supported in my transition into retirement. Advice and support has not solely been about creating financial security but also discussing good mental health. Of course there have been dips and troughs in the stock market over the years but the team at Finstyle have wisely guided my through these times. The personal service goes above and beyond what one might expect. I feel more like a valued freind than a valued client! Finstyle provides something very valuable: peace of mind.

5 /5 David Halls: My wife and I have partnered with Brad for the last few years to get our financial health in order. Brads expertise has been invaluable. We now have a comprehensive, strategic plan for our financial future.