A SOLID PORTFOLIO

"After leading the expat life for many years, Anne and I returned to Australia with a wealth of experiences that we would never change, but no game plan in how to structure our finances once we settled back home. We looked at a number of ‘catch up ‘strategies on our own but we had neither the knowledge, time nor discipline to see them through. It was recommended to us that we speak with Brad and now thanks to Finstyle, we now have a clear plan that will ensure a comfortable retirement, without the need to skimp along the way."

PAUL AND ANNE WALSH

TIME FOR PLAY

"When I took out Trauma Insurance, I considered myself young and fit and thought that I would never need to claim. However I recently was diagnosed with kidney cancer. Whilst I was in hospital, Brad was busy sorting out my claim. He handled everything and was able to provide me with the precise payment. Having Brad as my Financial Advisor has made my life easier, he recommended Trauma Insurance and I thank him for his assistance not only with this claim but he recommendations over the past years."

GREG BARRETT

PEACE OF MIND

"A big thankyou to Brad for introducing me to Trauma Insurance and insisting it was cover I needed. I was sceptical as I was in good health, but last year I needed surgery for a melanoma. Brad submitted all required documentation, followed up with the Insurance Company, explained the process and kept me updated through every step of the claim. Once the claim was accepted, the payment was in my bank the very next day. This also enabled me to place a deposit on a unit, which now gives me total peace of mind for the future."

ANDREA BUTTERS

PLANNING FOR RETIREMENT

"As the greatest of procrastinators, we had put off the idea of having a financial advisor help us plan a secure future for our retirement. From the initial meeting, we were impressed. He listened. He respected our conservative approach to risk-taking and life and he was willing to take us outside our comfort zone in baby steps. Brad also recognises what is most important to us – family. He is patient with us and systematic in providing us with opportunities and options for consideration, but never forceful."

EM AND PAUL

A GOOD NEST EGG

"I am very pleased to say that Brad Isaac has been my Financial Advisor for over 21 years. In that time he has assisted and guided me through a difficult transition from full time work to retirement and managed my nest egg so that I am able to live very comfortably without any financial stress."

LORRAINE SIMPSON

TAKING CARE OF FAMILY

"In the 12 years I have known Brad, who was recommended by a friend, he has taken control of my personal affairs and I have never felt so at ease since putting my trust in him. He has always conducted himself in a professional manner and nothing I ask has ever been too difficult for him. He is always updating me with items of interest and keeping me ‘in the loop’. My family recently moved from interstate and I called upon Brad to take control of their personal affairs. Again, they felt at ease and could not believe the knowledge of this man."

HELEN AND DES

MORE TIME FOR ME

"Working with Finstyle Planning Solutions has been one of the best decisions I have made about taking control of my financial future. Brad’s prompt response through email, phone call or face-to-face meeting to any questions or concerns I have is not only very reassuring but confirms his knowledgeable understanding of current market forces. Brad’s enthusiasm, integrity and ability to take a genuine interest in not only my financial affairs, but in me as an individual, has given me a sense of confidence about my future."

STEPHEN CARTER

PEACE OF MIND

"We really enjoy working with Brad and the team at Finstyle. Brad has given us a huge amount of confidence in our finances, has enabled us to make solid savings plans for our young family, and has provided us with opportunities we would not have otherwise encountered. He is up-to-date, understands our goals and ensures these are at the forefront of every decision we make. We feel like we are in excellent hands with the Finstyle team and are extremely grateful for their help in setting up our future."

CHRIS AND EMILY BARRELL

PLANNING FOR RETIREMENT

"Back in 2004 my wife Barbara and I seemed to be going around in circles with our finances, fortunately I received a phone call from Brad. Brad steered us towards buying an investment property along with some other sound financial advice, since then our finances have never looked in better shape. More recently our portfolio has been taken over by James, with his can do attitude and attention to detail, James has steered me through the landmine that is retirement planning. We have been able to take a back seat as he has structured a plan to ensure a comfortable lifestyle for us whist he handled all of the intricate details. If you are like I was all of those years ago, I recommend a call to Finstyle today , it may be the best phone call you ever make."

BRIAN AND BARBARA BAKER

Finstyle Planning Solutions

Our boutique financial planning practice was established in 2010 by Founding Adviser Brad Isaac. Brad has brought together a team of specialists focused to create and protect the lifestyle you want.

We can help you realise your dreams, attain peace of mind and grow financially to protect your future. We work closely to tailor a plan and provide easy to understand holistic financial advice.

Need Assistance?

We will explore your current situation both financially and personally, your goals and objectives and identify the areas that we need to focus on to help you in achieving this.

Request a Meeting

Our Services

Finstyle provides a comprehensive range of services. Our clients’ individual needs, goals and objectives are investigated and we can provide advice in the following areas;

  • Financial Coaching and Mentoring

  • Personal Insurance Protection

  • Borrowing and Debt Restructuring

  • Financial and Cash Flow Strategies

  • Retirement Planning

  • Wealth Creation and Investment

  • Strategy/Advice

  • Estate Planning and Asset Protection

  • Goal Setting

  • Self Managed Super Funds

  • Asset Allocations

  • Tax Planning

All advice is provided by our qualified and lead representatives with extensive industry experience and is able to provide this advice in all of these areas.

(03) 8414 0290

Please feel free to contact us.

We can help you realise your dreams, attain peace of mind and grow financially to protect your future.

Contact Us Today