Finlinx Wealth are a privately owned Financial Planning business. We work with individuals and families all throughout Australia to assist with their Financial Planning needs.
At Finlinx Wealth we believe in establishing trusted, long-term relationships based upon a profound understanding of the things that matter to you. We believe in aligning advice to goals which are based upon you and your families key aspirations and objectives.
Our team of experienced advisers develop and manage customised strategies and portfolios for clients. We see our role as that of a mentor to assist our clients, grow, maintain and protect their wealth using evidence based strategies.
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.
Discover what Finlinx Wealth can do for you
We offer a no obligation initial review of your situation.