FinNest Financial

I have been a client of Brendan and FinNest Financial for many years now. I feel very reassured that my family's financial needs and interests are being well taken care of. We are provided with advice and guidance that supports us to make very sound and informed financial decisions which we know has set us up for a very positive future financially. The whole FinNest team are client-focussed and wonderful to engage with.

Noel Whittaker recommended Brendan and his team to my husband to help us with our retirement plan. We’ve been going to them for advice since 2018. Michael and Amy have always been very professional, friendly, efficient and constantly keeping in touch while helping achieve our financial goals.

I have been with Brendan and his team for over 15 years. All my dealings with Brendan and any staff (Amy of late) in the team have been professional, responsive and trustworthy, also with a nice touch of personal consideration during life's challenging times. I have always felt that I was in safe hands with FinNest, proven by the successful retirement strategies that have been implemented for me over the years. I am most grateful to the team at FinNest for their guidance and expertise, which have provided me with a comfortable retirement now for a number of years. Thank you Brendan and Amy.

My Wife and I have been clients of Brendan Stone (now FinNest Financial) for more than 15 years. We have received consistently excellent service and advice, which has placed us in a favourable position for a comfortable retirement. Recently we received timely and proactive advice following changes to Superannuation legislation, which we acted upon to our long term advantage. Our instructions were executed by Amy Matenga (under Brendan's supervision) with great efficiency, attention to detail and good communication. We have no hesitation in recommending FinNest Financial for sound financial advice, mangement of portfolios and good communication. We find them to be absolutely trustworthy.

I have taken advice from Brendan at FinNest for over five years now and feel confident that I am well placed for retirement and that I have received sound advice throughout this time. I had not used a financial advisor previously but thought since I planned other aspects of my life, I was being neglectful if I didn't take advice on this important part of my life. I an delighted to be able to wholeheartedly recommend due to the experience I have had.

Brendan and Amy are excellent. I have been a customer of FinNest Financial for many years. They are business-like, polite, efficient and very well organised.

First time investors many years ago FinNest did not disappoint. Very trustworthy and advice has always been on point. Brendan and his staff have always been very businesslike and welcoming. We would highly recommend as Financial Advisers.

We are original clients of FinNest Financial and have been with Brendan and the team since the very beginning. For well over a decade, the team have given us the service and professional response needed to meet our goals.
We now have a growing family and FinNest are still supporting us with our changing financial circumstances - giving us the right advice to grow and protect our investments and superannuation.
Without fail, the team at FinNest Financial have given us clear financial direction over many years, and we are confident in a great financial future for our family.
They've cared about us for a long period of time. We definitely picked the right people to partner with!
Terry & Renee.

Extremely happy with Brendan and his wonderful staff. They have guided us through the investment phase of our lives and are now helping us in retirement. Very professional, understanding and absolute pleasure to deal with. We can not recommend Brendan and his team highly enough.

My wife and I have worked with Brendan, Michael and the FinNest team for a few years now and our experience has always been positive and rewarding. They take the time to understand our current context and help guide us in achieving our life goals. Their advice is professional and the team is always responsive to our queries.

We're very pleased with our experience & advice from Brendan and the team at Finnest, especially Amy.
As we approach retirement, knowing that we have the best advice for our situation, gives us confidence, that even in these uncertain times, we will be able to enjoy our future in the next phase of our lives.

Brendan and his team provided my wife and I with very practical and timely financial advice. Their recommendations proved to be extremely valuable and were presented in a very clear and friendly manner. I would have no hesitation in recommending their services to others looking for financial advice.

I recently changed my investment profile to take advantage of the new superannuation fund regarding inheritance tax. I found the whole process very simple from my point of view and appreciated the care and efficiency that Brendan and his team displayed throughout the transfer.

Brendan and his team have been assisting me with my superannuation for some years now. In that time I have found Brendan to be knowledgeable and forthright on all matters I have raised with him. The team has been effective and I appreciate their attention to detail. I am very comfortable with the services the business provides me.

Brendan and the team were very helpful, explaining issues and options and implications clearly - giving us more confidence about our decision making on our financial planning for the future. Both written and verbal advice was set out to make it easy to digest. The follow-up from team members was timely and helpful.

Cindy and I would like to thanks Brendan and the whole FinNest Financial team for the excellent support and service that they have given us over the last 3+ years and continue to provide for us going forward. Cindy and I sleep very well knowing full well that all our financial matters are in safe and experienced hands - Many thanks again to the FinNest Team

I have recently retired and for the first time, I am very confident with my financial future. This is thanks to FinNest Financial and their staff who have been integral to my journey over the past decade and a half.
FinNest Financial has supported both my husband and I through the different stages our lives in a sensitive and proactive manner. Firstly, as busy professionals, we were engrossed in challenging roles and had great financial potential, but we needed professional guidance to get us to the financial position where we could maximise that potential.
When our lives took an unexpected turn with my husband's diagnosis of dementia, Brendan Stone and staff were there to help us change tack and support what we needed personally and financially so we didn’t have to worry about the financial aspects of my husband's entering Aged Care.
I have been very confident that there always was a a safe and skilled set of hands to guide us through this stage of our lives especially in dealing with my husband's care needs. And a sympathetic ear in times of often heavy stress.
I know that I would have not managed without FinNest and staff who supported me through a tumultuous time and continue to support me for which I am very grateful.

A good assessment of service is the feelings post interactions and with services received. We feel very comfortable with the service we receive and are happy with the outcomes achieved. I am happy to recommend the Finnest services and its staff to other potential customers.

FinNest Financial provided us with a very professional and comprehensive review, future projection and investment plan to help us on our journey to retirement.

I’ve been working with the team at FinNest Financial for many years for all of my financial advice needs. They are really supportive, skilled and professional and have made an enormous difference to what my future holds. I would highly recommend their services.