Prashant Nagarajan

“No one cares how much you know until they know how much you care.”

After a decade in the financial services industry as a financial planner, client manager and technical analyst, I realised there was more I could do for young people trying to get ahead.

Finance is a very personal journey, shaped by your values and life experience. So I strongly believe in tailor-made financial solutions that will work for each individual. When I co-founded Finnacle with Daniel, we were on a mission to help young families access affordable and accessible advice for financial security. And I’m happy to say we’re realising our dream – and we’re helping our clients reach theirs.

I have 7+ years of experience in the Financial Services Industry. In this tenure, I have worked in a combination of roles such as a Financial Planner, Client Service Manager, Technical Analyst etc. I am now the Co-founder of Finnacle, where we help First-Home Buyer with affordable and accessible education, advice & support on their Journey.

As a Financial Planner, I focus on providing the right financial solution by not only taking a client centric approach, but also a Value Centric Approach by primarily understanding my client’s values and belief system in order to provide a tailor made financial solution for them.

‘Nobody cares how much you know unless they know how much you care’ has always been a philosophy I strongly believe in and have built my career and personal life around humility, honesty, and transparency.

I believe that the process of providing Financial Advice to a client is not a one-off transaction, but an ongoing partnership with their life’s journey. In order to help clients with their journey, I specialise in advising them on the following areas

• Buying their First-Home
• Helping people know the difference between Buying something vs affording it
• Mortgage Advice & Broking
• Cash flow analysis
• Debt reduction strategies
• Helping Young Couples get Financially ready when planning a family eg: Saving, Mat Leave

Planning etc

• Savings and Investment solution e.g.: Deposit for home, Kids education etc.
• Customised long-term wealth creation strategies
• Scenario analysis i.e. debt vs Investments, debt vs Super etc.
• Risk Management Strategies
• Early Retirement Planning Strategies

Should you wish to have a confidential discussion about your Financial Situation and to discuss your options, feel free to send me a Private message with your details and I will get in touch with you to have a conversation.