Life & Financial Planning

No matter what your financial situation or stage of life, we will help you get on track and stay there.

Life and Financial Planning

We help you make the most of your finances. Whatever stage of life you’re in.

We do this by considering your circumstances, helping you to set goals, and developing a financial plan to get you there. We can even do the leg work for you, giving you have more time to enjoy life.

At Finsura, we have the expertise, the experience and the resources to help you get wealth, grow it and keep it safe. Just as importantly, we can help you enjoy it. Because real wealth is about making the most of what you’ve got whatever stage of life you’re in.

We know financial advice is as much about lifestyle and relationships, as money – that’s why we pride ourselves on providing long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years.

  • Financial Planning
  • Retirement Planning
  • Self-Managed Superannuation Funds
  • Life Insurance
  • Total & Permanent Disability Insurance
  • Trauma or Critical Illness Insurance

When you are deciding what type of a financial adviser you want to work with it is important to consider that the relationship is as important as the advice. You want someone who really listens to you, understands your situation and has your interests at the forefront of their mind at all times. That’s why we think you should talk to us.

Click here to find out more

We can help you get the right cover, at the right price across a number of areas

How can we help you with your business insurance needs?

As your risk adviser, we understand the fine print, so you’ll know exactly what you’re signing up for. To get the right coverage, you talk to our experts in personal insurance. Finsura can help you:

  • find the best insurance cover for your needs
  • review cover from the broadest range of insurers

Contact us today to find our more. Call us on 1800 252 712 to speak to an adviser or request a quote.