Finlinx Wealth has its origins dating back to 1978. Since then we have been helping clients achieve their financial goals by adopting the latest academic, market and legislative research.
Our goal is to help you achieve financial success
We are a privately owned company with no links or ties to any financial institution. This freedom from product influence provides our clients with the greatest potential for financial success.
Finlinx Wealth is a professional financial planning practice that helps our clients achieve financial success. By doing so they can achieve their goals in a way that fulfils their values, regardless of the current economic cycle. This allows our clients to choose to live their ideal life and enjoy the peace of mind gained by delegating their financial affairs to a trusted professional.
Finlinx Wealth subscribes to an evidence-based investment philosophy. We align ourselves with the most experienced and accomplished academics in the field. Our goal is to build portfolios which seek to harness the positives in markets whilst also allowing us to weather the inevitable downturns.
Today, Finlinx Wealth oversees in excess of $275 million for our firm’s clients. We are licensed to the privately owned FYG Planners Group which has over $3 billion in funds under advice.
We believe that trust is the single most important element for any good relationship, especially when it comes to the relationship between a client and a financial advice professional.
Financial Planning
Planning is bringing the future into the present so that you can do something about it now.
Wealth Creation
It’s important to understand the why, when building wealth and creating financial freedom, then we can show you the how.
Portfolio Management
We tailor each client’s portfolio to their individual situation; ensuring it aligns and achieves your objectives.
Retirement Planning
Great retirement requires great planning so that you are able to live the life you want to live.
Our People
Matthew Stevens CFP®
Certified Financial Planner & Partner
BCom, Dip FPMatt is a Certified Financial Planner with 20 years’ experience in financial planning with extensive knowledge and experience within the industry assisting a diverse range of clients.
Brad Gordon AFP®
Financial Adviser & Partner
DFS(FP), DFMBM, DACC, DBUSBrad holds 15+ years’ experience in providing holistic financial advice, creating strategies that assist clients in achieving their financial and life goals.
Nick Cunningham AFP®
Financial Adviser & Partner
BBus(Mgt) DFP AFIMLNick has been an integral part of Finlinx Wealth for the past 13+ years and advising since 2016. Focused on developing strong relationships with his clients, ensures his advice and strategies align with their goals and objectives.