Finovia is a strategic financial consulting firm helping organisations, individuals and family offices achieve their long-term goals.

Organisations

Many companies are facing three significant HR challenges – staff recruitment, retention, and engagement. Leading firms are addressing these issues by optimising their performance and rewards programmes in ways that link to company strategy. Finovia helps these firms remain employers of choice in their industry.

OUR AREAS OF FOCUS:

  • Performance and rewards strategy
  • Employer share schemes
  • Salary packaging
  • Financial advisory programmes for senior managers
  • Group insurance
  • Financial education
  • Remuneration governance consulting
  • Retirement & redundancy support

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Individuals & Executives

Senior managers are busy people – often so busy they do not properly address their personal financial needs. Yet it is during these peak earning years that planning is most critical. Finovia works with these individuals to design and implement long-term wealth solutions.

OUR AREAS OF FOCUS:

  • Strategic goal-setting
  • Cash Flow Forecasting
  • Taxation
  • Entity Structures
  • Investments
  • Super
  • Personal Insurance
  • Debt Strategy
  • Retirement Planning
  • Philanthropy
  • Aged Care
  • Estate Planning

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Family Offices

Finovia has a unique understanding of the complex financial needs facing prominent Australian business families. We understand the importance of financial risk management, of diverse stakeholder needs, and of the need for absolute privacy.

OUR AREAS OF FOCUS:

  • Risk management
  • Concierge services
  • Cash Flow Planning
  • Entity Structures
  • Investments
  • Philanthropy
  • Aged Care
  • Estate Planning

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