Finwell financial growth partners have a wealth of knowledge in helping you navigate Australia’s ever-changing economy – from property investment and lending to retirement planning and wealth growth.
The right decisions as early as possible make all the difference. We meet you where you’re at, see the full picture and build a realistic plan tailored to your goals. Our most common response? “I wish I’d done this years ago.”
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“No pressure, no hype—just patient education, clear numbers, and steady guidance. They promise conservatively and then quietly over-deliver.”
We’re a one-stop solution for Australian’s at every stage. No matter where you are
in Australia, we provide the full range of services to meet your specific needs.
We’re a holistic goals-based advice solution. No matter where you are in Australia, we provide the full range of services you need to meet your specific circumstances and desired outcomes. We’re client-first, not product-first.
BOOK YOUR FREE REVIEW
Real people translating complicated financial
solutions into easy-to-understand concepts:
Expert mortgage and lending advice for
professionals and families:
Obtain a free, no obligation review of your circumstances with a Finwell Senior Consultant.
Get to know us and see if we're the right fit for each other.
Understand how you're currently tracking and where your gaps and opportunities are.
Identify what goals are realistically achievable for you.
Get a tailored strategy built around YOUR specific circumstances and goals.
Understand the clear pathway from now to your ideal future.
Get access to the solutions that meet your specific needs.
Execute your plan with confidence knowing that your money is working as hard for you as you did to earn it.
Review your plan periodically to ensure you remain on track no matter what life throws at you.
We work with time-poor professionals and families who are ready to make their money work harder. Whether you’re an executive, small business owner, or professional in IT, education, or medical fields – we translate complicated financial solutions into easy-to-understand concepts.
Finwell made the SMSF and property journey feel simple and safe from day one. No pressure, no hype—just patient education, clear numbers, and steady guidance. When something unexpected came up, they were proactive, all over it, and handled it fast. They promise conservatively and then quietly over-deliver.
From the beginning, the Finwell team’s advice has been clear, practical, and backed by real conviction — not sales talk. They helped me make some big decisions early on, including moving on from an underperforming investment and repositioning into a stronger opportunity. Looking back a couple of years later, the difference in results has been enormous, and it’s hard not to appreciate just how accurate their direction was.
Finwell made the SMSF process feel structured and achievable, even as a first-timer. They’re responsive, professional, and take the time to explain what happens next so you don’t feel lost. When I raised any questions, they jumped in immediately and clarified everything. The whole team are supportive, practical, and never sales-driven.
Finwell took us from “set-and-forget” to an actual strategy we understand. They explain things in normal language, stay accessible, and treat you with the same care regardless of your size. When something popped up, they moved quickly, owned it, and got it handled. Realistic expectations, strong outcomes, and a genuinely human team.
After a career that began as a mechanic with his father, playing some sports at very high levels, Adam was inspired to become an investor and coach. His career in financial services has spanned over 20 years and includes working with some of Australia’s leading names in the industry. Adam brings to Finwell many qualifications and experience including being a qualified accountant, financial planner, mortgage broker and property agent. As Executive Director of Finwell
Having significant and international background in staff training and administrative structuring, Ben is the mind behind the organization, policies and systems that allows Finwell to do what it does so well – efficiently help people achieve their financial goals without losing that personal touch. Ben is regularly reviewing and refining the eco-system that is Finwell and it’s team resulting in a cohesive group all moving in the one direction.
Stuart has had extensive experience in investments and property sales for over 20 years. As Senior Consultant at Finwell Group, Stuart helps clients to identify their specific needs and personal financial goals, ensuring the tailored solutions provided meet these requirements. With support from the Finwell financial planning and lending teams, Stuart works directly with clients on property projects, managing them through to successful completion. Using his significant experience, Stuart advises clients on many areas he has done himself including SMSF, Tax, Mortgage Reviews and cashflow management.
Troy has over twenty years of broad experience in managing investments, working across many fields.
Troy is a rare commodity in this industry, having held senior roles in the Construction, Auto and Finance fields, from technical roles to national brand management.
He is working to achieve the very goals that you are. He is also a successful investor in his own right and can speak from experience on the right and wrong ways to approach wealth.
After a broad career which includes working as an accountant, a Human Resource Manager and a Policewoman, Simone took the step into Financial Services after investing in property herself. As a qualified accountant and financial planner (with SMSF Specialisation), Simone has helped many clients improve their financial circumstances and set achievable goals for the future. She is known for her passion, enthusiasm, attention to detail and genuine care for her clients which are all huge assets when assisting clients with their wealth creation.
Tim has had significant global experience across marketing, business development, financial services and small business management prior to joining Finwell Group. After spending the early part of his career in the UK in business development and project management roles with a leading global financial services corporation, Tim moved to Australia with the same business before branching out into a marketing role with one of the world’s largest FMCG brands. After further corporate marketing experience, Tim took the step into running his own franchised business, undertaking all facets of running a successful small business operation.
With a focus on mutual successful outcomes for Finwell’s clients and partners, utilising Finwell’s expertise and commitment to quality solutions, Tim brings the Finwell team’s passion and personality to life while understanding how we can continue to meet and exceed expectations.
Kylie has been with Finwell’s Client Experience team for over 2 years now and has extensive history with successfully connecting clients with the right person to address their needs.
Having worked previously in the hairdressing, hospitality and health industries for over 20 years, Kylie brings a very well organised and driven skillset to the team.
She prides herself on keeping her word, directing and communicating well so there is a full understanding of what each client needs as well as assisting in any way that she can to ensure the client has a great experience from the start to finish.
Fiona is a versatile and dedicated team member with a wide variety of skills and experiences, plus a profound commitment to community service.
Having seamlessly navigated through roles in retail, administration, and sales, Fiona has honed a diverse skill set that includes excellent customer service, meticulous organizational abilities, and good communication.
Fiona empowers our clients to access valuable and inspiring workshop education content, aiding many people to improve their knowledge of their current circumstances and the first steps they can take to improve their financial future.
As an experienced property administrator, Josephine oversees Finwell’s client property purchases, ensuring that each project reaches a smooth and successful settlement by coordinating closely with our clients, developers, brokers and solicitors.
Josephine has recently returned to the workforce after taking time to look after her children. Previously, Josephine had lived and worked overseas in property focused roles for past 2 decades.
Prior to working at Finwell in 2018, Caleb had extensive experience working in operations, distribution and client service roles. As a valued member of the Finwell administration team,
Caleb works closely with clients to ensure accurate organisation of key documentation & information aligned to the strategies recommended by Finwell advisors. With a strong focus on speed of delivery, file accuracy and client communications, Caleb is passionate about ensuring the clients have a successful outcome.
Having started work with Finwell in 2022, Stephanie has become an essential member of the Financial Planning team. In her function within the Implementations team, Stephanie utilizes her considerable attention to detail and focus on quality to ensure client’s financial plans are implemented precisely in line with their requirements.
When not working, Stephanie makes the most of her ability to work remotely and enjoys exploring many beautiful rural areas of Australia with her dog Penny.
Time is your greatest asset when building wealth. The earlier you start making your money work harder, the more it compounds and grows. Small decisions made today become big outcomes tomorrow.
But here’s what matters more: Starting today is better than waiting until tomorrow.
Whether you’re 35 or 55, whether you’re just beginning or thinking “I wish I’d done this years ago” – there’s always a plan. We meet you where you’re at and build a realistic pathway forward.
We make this process straightforward, clear, and manageable alongside your busy life.
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Well-meaning but unqualified
Generic, conflicting, overwhelming information
Limited scope, potential conflicts
Product-driven, restricted solutions, complicated jargon
Missed opportunities, costly mistakes, overwhelming
AFSL-accredited professionals with proven results
Tailored advice specific to YOUR situation and goals
Comprehensive financial planning with proper licensing
Goals-based, full access to any solution, easy-to-understand advice
Expert guidance, clear pathway, confidence in your future
