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RESOURCES

These resources are designed to provide practical insights and guidance to help you make informed decisions about your future and how to get there.

FLYERS

The basics of investing
Borrowing to invest
Understanding insurance
What will my retirement look like?
Plan your estate
Understanding aged care

CALCULATORS

Budget planner
Savings goals calculator
Retirement planner
Income tax calculator
Superannuation calculator

FAQS

Our financial planning firm was founded in Melbourne in 2020 with the intention to provide Australians with tailored, meticulously researched, holistic financial advice.

Alex saw the opportunity to establish a boutique, wealth advisory firm that treats clients as VIPs rather than a number, like in some larger corporations. Alex is motivated to help you become financially organised and achieve the magic that happens when this financially organised state aligns with your personal life.

Yes, Alex is a fully licensed, accredited and industry approved financial planner. Refer to Alex’s Adviser Profile for more information.
Adviser Profile

Finvisory is not associated with any third parties, which ensures their wealth management advice is based on your best interests and tailored to your needs and circumstances.

The cost of our financial advice services depends on the complexity involved and the time taken. We prepare fair and reasonable estimates based on your situation, which will be advised to you during your initial meeting and before the commencement of any work.

No, while we are based in the south east of Melbourne, we provide services to clients Australia wide. So no matter where you are in the country, we can connect remotely and assist you on your financial journey.

We work with entrepreneurs, medical professionals, self employed clients and business owners, sports professionals, technology and start up professionals, as well as those new to investing or with self managed super funds, among others to help them map out their financial journey and enjoy the future they envisage.

No matter what life stage you’re at, we can help steer you in the right direction. We are experienced in compensation payouts and structuring them for maximum effectiveness, disability claims, inheritance events, lottery winnings, divorce and life family events as well as redundancy payouts.

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.