Finlinx Wealth is a privately owned Financial Planning business based in Australia, dedicated to assisting individuals and families with their financial planning needs. With a focus on establishing trusted, long-term relationships, the team at Finlinx Wealth believes in aligning advice to clients’ goals and aspirations. Their experienced advisers work closely with clients to develop and manage customised strategies and portfolios, acting as mentors to help clients grow, maintain, and protect their wealth using evidence-based strategies.
Founded in 1978, Finlinx Wealth has a rich history of helping clients achieve their financial goals by staying abreast of the latest academic, market, and legislative research. As a privately owned company with no ties to financial institutions, they offer clients unbiased advice and the greatest potential for financial success. Embracing an evidence-based investment philosophy, Finlinx Wealth builds portfolios that aim to capitalize on market opportunities while navigating downturns, ultimately helping clients achieve financial success regardless of the economic cycle.
Today, Finlinx Wealth oversees over $275 million for its clients and is part of the FYG Planners Group, which manages over $3 billion in funds under advice. With a commitment to building strong client relationships based on trust, Finlinx Wealth provides professional financial planning services that empower clients to live their ideal lives and delegate their financial affairs to a trusted professional. By tailoring each client’s portfolio to their unique situation and goals, Finlinx Wealth ensures alignment and achievement of objectives, particularly in planning for a secure and fulfilling retirement.