About Finsbridge Financial Planning

Who Are We?

There are many different ways clients can access financial advice; through banks, financial advisory practices, tied introducers and others. Each of these carry distinct benefits and disadvantages for clients. We founded FinsBridge Financial Planning to overcome the trade-offs associated with these different approaches, creating a financial advisory firm that offers a best practice approach.

To achieve this, we have set core principles and beliefs to motivate us and help us stay on track to deliver better outcomes for our clients:

Know More

We are independent and data driven, we do not believe being restricted to a single investment manager, product or approach is the best way to meet the needs of our clients. Because we have no financial incentive to recommended products and services from any particular provider, we are able to focus solely on delivering what best serves our clients. Being independent also means you can rely on us to be transparent and give you a fair and unbiased view.
We see our role as that of a consultant, helping you understand the options available to you and finding the best way forward for your personal circumstances and goals and objectives. To achieve this, we believe in communicating clearly, in plain English, and ensuring our clients are not baffled with jargon and sales speak. We use analysis and modelling to show you how decisions you make could affect your future, helping you make informed decisions and setting sensible expectations.
We believe staying on track to achieving your financial goals requires discipline and determination. Our ongoing service includes regular catch ups with our clients to ensure they understand how they are progressing against their targets and whether any changes need to be made, as well as encouraging clients to pick up the phone and call us with any questions or concerns they may have, as and when they arise.
We have a simple and rational investment philosophy and recognise that different approaches work better in different market places. We do not believe any single investment manager or provider can provide an optimal “one size fits all” approach.
We serve our clients digitally, creating efficiency advantages that allow us to provide a high touch client service model whilst also providing more time to carry out independent market research to identify the best solutions for our clients.
We advocate critical thinking and embrace technology, we appraise solutions on facts and on our own philosophy and values, leveraging technology to complete detailed analysis giving us a sound basis on which to conclude the best way forward. We firmly believe technology allows us to deliver better value to our clients and are committed to improvement via technology on an ongoing basis.

The FinsBridge Difference

We are a privately owned business, founded by passionate individuals with client-centric principles. We are driven to be a force for good, for you -our clients, unravelling the complex world of financial planning to give you straightforward advice. We want to empower you to achieve your goals. We do not have any shareholders, no vested interests, no distractions. Just one aim – to deliver the right outcomes for our clients.

We have a strategic partnership with Aegis Financial Planning led by John Boss – a stalwart in the industry with more than twenty years experience advising clients and managing successful practices, this partnership enables us to access market leading research and products for our clients. (www.aegisfp.com)

The majority of our clients are hardworking professionals, business owners, or retirees. Although no two clients are the same, all of our clients have one thing in common, they want to take control of their financial future. We see our role as a consultant, helping clients understand the options available to them and how the decisions they make now could impact their financial future.