Fintuition only works with Healthcare Professionals
We work together with healthcare professionals to BUILD and PROTECT their wealth by designing, implementing and reviewing tailored strategic solutions that maximise the potential of achieving their personal and financial goals.
Our aim is to add real value to our clients by working with them to establish long term relationships; building mutual understanding and trust and delivering advice that is always impartial in its approach and research, with an absolute focus on meeting their needs.
The business is owned 100% by the three principals and has been helping healthcare professionals throughout Australia build and protect their wealth for over two decades. Over this time we have refined our processes to take into account the often hectic lives of our clients and their partners. Our processes and understanding of the unique requirements of the healthcare professional, enables us to work closely with our clients to help them build and protect their wealth;designing, implementing and reviewing strategies that dovetail with their personal and financial goals. The regular review and refining of these strategies gives our clients the peace of mind that they are maximising the potential of achieving their goals.
We achieve this by providing a holistic service. This often sees our clients use the services of other professional advisers such as accountants, lawyers and stockbrokers. Making sure that these advisers work together in the best interests of the client is often difficult. A key part of our role as 'Principal Adviser' is co-ordinating the team of professionals and ensuring they all understand the client's goals and objectives and their part in helping achieve them.
In 2008/09 and 2010 Fintuition received a prestigious industry award from its Licencee, acknowledging the quality of advice and customer service provided by our firm. Further evidence of the high regard in which our advisers are held within the profession is the fact that they are regularly asked to participate in forums regarding the advancement of the industry and are regularly invited to speak at financial education seminars.
When working with our clients we strive to always provide the highest quality financial advice. Fintuition is proud to be one of the first firms approved as an FPA Professional Practice - the symbol of professional financial planning in our community. As an FPA Professional Practice we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia. More information on what this means to you as our client, can be found via the FPA Professional Practice link.