Investment Assurance and Estate Planning

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As part of our integration of services, FINH help individuals and their families build and preserve wealth and quality of life by identifying and implementing robust wealth creation strategies. For family businesses this enables them to create wealth that becomes a legacy to be passed down the generations.

To achieve this, we:

  • Build strong relationships with our clients
  • Guarantee trust, integrity and confidentiality
  • Thoroughly advise you on the best investment outcomes
  • Integrate personal and business financial planning, if appropriate

In our quest for total investment solutions, we back up our expert judgment by obtaining independent research from Australia’s premier data and research houses.

FINH PTY LTD ABN: 29 079 236 169 Licence No: 352826 is hereby licensed as an Australian Financial Services Licensee pursuant to section 913B of the Corporations Act 2001 subject to the conditions and restrictions which are prescribed, and to the conditions contained in this licence .