Important Information

DISCLAIMER

The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives.

Whilst every care has been taken in the preparation of this website, Finvisory Pty Ltd, its Directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.

COPYRIGHT

The information on this site, including the site source code is the property of Finvisory Pty Ltd and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted.

Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Finvisory Pty Ltd, unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Finvisory Pty Ltd.

TERMS AND CONDITIONS OF USE

The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of Victoria and the Commonwealth of Australia (“Australian law”). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.

LINKS

This website may contain a number of links to other Internet sites. The provision of these links does not mean Finvisory Pty Ltd endorses or accepts any responsibility for the content, use or products and services made available through these websites. If you use these links, you acknowledge and agree that Finvisory Pty Ltd is not responsible for the actions, content, accuracy, privacy policies, opinions expressed, services provided or other links provided by these sites. You further acknowledge and agree that Finvisory Pty Ltd is not responsible either directly or indirectly for any damage or loss caused by use or reliance on linked sites. Should you have any questions regarding these sites, you should address them directly with the relevant site administrator.

LICENSEE

Finvisory Pty Ltd (ABN: 25 638 128 499) is a Corporate Authorised Representative (No. 1280919) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.

Level 1, 607 Bourke St, Melbourne VIC 3000
www.capstonefp.com.au
Phone: 1300 306 900
Email: info@capstonefp.com.au

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.