Finvisory-transparent-logo

Finvisory - expert advice to chart a great financial future

About us

We believe financial advice is about more than numbers ...

It is about trust, finding direction and having confidence in the journey ahead. We provide strategic financial advice that helps you stay on course and reach your goals safely, no matter how complex the waters may seem.

Our goal is to help you feel financially organised and confident about where you are heading regardless of your profession or stage of life.

Alex Kiss

Alex is the founder of Finvisory and a highly experienced financial planner based in the south east of Melbourne. Known for his vast investment knowledge and dedication to his clients, Alex goes the extra mile to ensure his clients’ financial strategies are precise and effective according to their needs and circumstances.

This precision mindset extends to Alex’s outside interests through his passion for Formula 1 racing, vintage cars and surfing – these hobbies reflect the same focus and attention to detail Alex brings to helping clients manage their aspirations and financial goals to achieve security and peace of mind.
Adviser profile
Financial Adviser South East Melbourne – couple discussing plans while checking mobile

Our services

Alex offers a full suite of financial planning services tailored to your unique journey and life events as they happen.
Financial Adviser South East Melbourne – man at the helm of a yacht

We provide tailored strategies to grow and protect your wealth.
Learn more

We offer professional oversight to keep your investments on course.
Learn more

We help you safeguard what matters most, keeping you and your loved ones afloat.
Learn more

We can help you make the most of your super and prepare for your future.
Learn more

We devise strategies to help you retire with confidence.
Learn more

We work with you to protect your legacy and help you look after your loved ones.
Learn more

We provide practical advice to navigate aged care decisions.
Learn more

We support you to maximise your entitlements through expert guidance.
Learn more

We offer advice to help align your money with your values.
Learn more

We support you through complex claims processes and outcomes.
Learn more

We can provide practical advice to assist you with your property decisions.
Learn more

Our advice process

Your financial journey should be clear and well charted. That is why at Finvisory,
we follow a simple, transparent process, designed to give you confidence at every port.

Understanding you

We listen; learn about your goals and aspirations; and get to know your unique situation.

Exploring your options

We discuss strategies; answer questions; and outline the routes available.

Strategic planning

We create a tailored, financial strategy to set you on the right course.

Implementation

We put your plan into action with care and precision.

Ongoing guidance

As your life changes, we review and adjust your plan to keep you aligned with your goals and where you want to be.

OUR EXPERTISE

Financial Adviser South East Melbourne – young couple celebrating exciting financial news

CONFIDENCE BUILT THROUGH EXPERIENCE

Excellent communication style

In recent decades, Alex has served as my financial adviser and I can say categorically that my professional association with him has been a marvellous and successful one. The regular face to face meetings have been a highlight of our professional relationship and our financial outcomes continue to meet our objective of steady, safe growth. Alex has an excellent communication style and generates purpose and confidence for us. Read more

J and J Murtagh

Confident the future looks bright

My wife and I have known Alex since the early 1990s and from the outset he understood what we wanted and needed. He listened to our thoughts and put into place what would be best for our lifestyle. He has kept a close eye on our finances to ensure we can achieve what we want and need in our later years. We are most thankful for Alex’s service so far and are confident the future looks bright. Read more

S and R McElveney

Outstanding service

We have worked with Alex as our financial adviser over many years, firstly in his role in the banking industry and then again when he started Finvisory. We made this transition without hesitation due to the valued service he had provided us. Since, we have had a wonderful experience of outstanding service, advice and wealth improvement. This has included minimising our superannuation drawdown against our portfolio and working with Centrelink. Our children and grandchildren have sought his direction too. Read more

T and S Bryant

Sound financial position

Alex has been my adviser for 20 years and I have complete trust in his advice and mentoring. He has developed my portfolio so that I have increased my earnings and my savings; and for several years I have been in a sound financial position thanks to Alex. He is always ready to respond to my queries and returns my emails and texts promptly. I have complete trust in his integrity and professionalism, so much so, that he now advises my daughter and son in law! Read more

J Stagg

Invaluable knowledge and expertise

My first impression of Alex was his trustworthiness and a feeling of ease and comfort. I have known Alex from his time with CBA as a Financial Adviser and when he set up his own startup, I had no hesitation in allowing him to continue to look after my Super. It’s every retiree’s fear that your superannuation money will run out but with Alex, it’s a feeling of comfort and knowing that my money is in good hands. I would highly recommend Alex – his knowledge and expertise have been invaluable in assisting me with managing my Super. Read more

S Hendricks

Protection in retirement

Alex has been our financial adviser for the past five years or so and in that time has successfully guided our finances to meet our stated needs. We are well into retirement and our main aim is to protect what we have in the hope we will be sufficiently comfortable to enjoy the journey. Everything that Alex has recommended has addressed those aims and he is always there when we have questions. Read more

R and R Cracknell

Redundancy payouts

If you’ve received a redundancy payment, Investment advice and planning; Investment portfolio management; and Superannuation advice can help you plan your next steps with clarity and confidence.

We work with you to assess your options, protect your savings and create a strategy that supports the next chapter in your career.

Life and family events

We support major life milestones with Investment advice and planning; Risk insurance and asset protection; and Superannuation to help navigate these financial changes easily.

As your family grows or your goals change, we work with you to ensure your financial plan evolves too, so you can stay on track at every stage of life.

Lottery winners

Use your winnings to help build your future with Investment advice and planning including managing your cashflow and budget; and Risk insurance and asset protection.

We help you plan carefully so your good fortune becomes a lasting opportunity rather than a short-term windfall.

Inheritance events

We help clients make thoughtful decisions about inherited wealth through Investment advice and planning; Estate planning; and Risk insurance and asset protection.

We guide you in using your inheritance wisely and balancing immediate priorities with your long-term financial security.

Disability claims

We assist clients navigating disability claims considering both Risk insurance and asset protection; and Centrelink guidance to manage the financial impact effectively.

Our practical support helps you access entitlements and maintain financial confidence during challenging times.

Compensation payouts

We can help clients make the most of their compensation payment through Investment advice and planning; Investment portfolio management; and Risk insurance and asset protection.

Our goal is to help you manage your payout responsibly and structure it in a way that supports long-term stability and peace of mind.

SMSF investors

We support Self Managed Super Fund (SMSF) trustees in managing their responsibilities with confidence with our Investment advice and planning; Superannuation; Estate planning; and Property insights services.

We will help you stay compliant and ensure your fund continues to align with your broader financial objectives.

New investors

If you’re just starting your investment journey, we provide Investment advice and planning; Investment portfolio management; and Ethical investment advice to help develop your knowledge and confidence so you can make informed choices.

Our support helps you build a strong foundation from the beginning and to stay focused on your long-term goals.

Technology and startup professionals

In fast moving industries, strategic guidance is key. We can support you with Investment advice and planning; Risk insurance and asset protection; and Superannuation to help manage earnings, equity and future goals.

We will work with you to help you plan around a fluctuating income, manage growth opportunities and create a clear financial structure as your career evolves.

Sports professionals

We understand the unique financial challenges of sporting careers and with sound financial guidance can help you make the most of your income years, prepare for career transitions and build long-term security beyond sport. Our services include Investment advice and planning; Risk insurance and asset protection; Superannuation; and Retirement planning.

Self employed clients and business owners

Our financial services for small business owners cover Investment advice and planning; Risk insurance and asset protection; and Superannuation and Tax strategies.

A sound financial plan for your business can help you manage your operating expenses, navigate risk and respond effectively to any market changes.

Medical professionals

We can help medical professionals with tax effective Investment advice and planning; managing their Investment portfolio; and Risk insurance and asset protection to help achieve a more positive work/life balance.

We can help you manage any debt with tax effective strategies, as well as manage a potentially variable income while also focusing on growing your wealth.

Entrepreneurs

Our financial advice to entrepreneurs extends across several specialist areas including Investment advice and planning; Risk insurance and asset protection; Superannuation; and Estate planning.

We provide specialist, impartial advice as a fellow business owner and can help you define and navigate the financial aspects of your ideas.