Transform Your Life with Financial advice
Take Control of Your Financial Future
At Finiety Wealth our job is help you achieve your financial goals through expert financial advice. We want you to live your life, on your terms by taking advantage of whatever strategies are available along the way.
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TESTIMONIALS
What others are saying
Danny Kaberial
Sigo and John are absolute wizards at what they do. They made me understand my superannuation and finances properly and took the time and explain step by step.
Definitely recommend to all my friends and family. Thanks guys.
Nathan Baker
Highly recommend Sigo and Finiety Wealth! Professional, knowledgeable and genuinely focused on helping clients build long-term wealth.
They made complex financial planning simple and helped me with my superannuation and insurance. Great communication and personalised advice throughout.
If you’re after a reliable Financial Advisor in Western Sydney, these guys are excellent.
STILL NOT SURE?
Frequently Asked Questions
Have questions about our services? You're in the right place!
Question 1: What happens on the Welcome Call?
The Welcome Call is a free 15-minute conversation with our team. There's no obligation and no advice given. It's
simply a chance for us to understand your situation and explain how Finiety Wealth works. If there's a fit, we'll outline what the next step looks like.
Question 2: How long does the Advice process take?
From your Discovery meeting to receiving your financial plan, the process typically takes 4 to 8 weeks depending on the complexity of your situation. We work at a pace that suits you, there's no pressure to rush any decisions.
Question 3: What if I’m not sure about my goals?
That's perfectly okay and very common. Most people come to us knowing something needs to change but not exactly what. Part of our process involves exploring your values, passions, and aspirations to help you gain clarity on your goals. Together, we’ll uncover where you are, where you want to go, and what's standing in the way.
Question 4: How does financial advice actually work?
Once we understand your situation, your goals and your needs, we will prepare a Statement of Advice (SOA). An SOA is formal written document that outlines all our recommendations in plain English. You'll have the opportunity to review everything in detail before making any decisions.
About Finiety Wealth
Finiety Wealth is a financial advice practice based in Western Sydney, serving clients across Australia.
We specialise in Superannuation (Including SMSFs), retirement planning, wealth structuring, personal insurance and estate planning. We beleive in giving you a complete picture of your financial life, not just one piece of it.
Finiety Wealth Pty Ltd ABN 65 693 607 199 (trading as Finiety Wealth) is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 AFSL Licence No 229892.
The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Finiety Wealth strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of the Finiety Wealth website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.