Advice, not product

Long term relationships with our clients are built and maintained through a consultative process. We take the time to understand what is most important about money to our clients and we work with them to maximise the probability of achieving their financial objectives.

We comprehensively explore each person’s individual financial goals, identifying factors requiring attention and prioritising complex challenges, while at the same time learning about their personal values and ambitions.

By understanding each client’s financial situation as well as their responsibilities, relationships and interests, we identify the basis for a specific financial strategy, meeting clear objectives and working towards successful outcomes.

This process takes time and is continually refined over the years of our relationship. Our clients can focus on what is important to them in their lives, confident in knowing that Finovia is working as their personal CFO to grow and protect their assets and achieve their goals.

Our advice-based model means that fees are calculated on the complexity of each client’s situation. We do not manufacture or distribute financial products so clients can be assured that our advice is free from conflict.