Brendan Stone

FinNest Financial Pty Ltd

Platinum

26 Yrs Experience

Spring Hill, QLD 4000

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I'm a passionate believer that the right financial advice, tailored to the needs of the individual client, can make a real and positive difference to almost anybody's financial position. I have a particular affinity with those who are seeking supported solutions to grow and protect wealth. I specialise in devising and supporting financial strategies pertaining to wealth creation, wealth protection, pre-retirement and post retirement. I have over 30 years' experience in the finance and banking sector, including 24 as a licensed financial adviser. I held senior roles in prominent Queensland financial planning institutions before forming my own practice, FinNest Financial, in 2013. I am a Certified Financial Planner and hold a Bachelor of Business from QUT.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Aged Care
Tax Strategies
Growing Assets

5.00 September 2024

I have had an 8 year financial relationship with Brendan, starting with and investment portfolio and now, since retiring from the workforce, with full management of my superannuation. Brendan also manages my aged mother's finances and has done so for many years. He is extremely trustworthy which is so important when it comes to our money! We cannot speak highly enough of his excellence to service with his clients and going that extra mile to ensure we are optimising our funds. I highly recommend Brendan and his excellent team at FinNest!

5.00 August 2023

I trust Brendan’s experience and knowledge. I feel well prepared for my retirement and am so pleased that I sought his advice when I did so a few years ago now.

His team are always helpful and friendly.

5.00 July 2023

Brendan and his very helpful team have helped my wife Cindy and I for many years now,. Their vast knowledge and expertise has helped us move seamlessly from accumulation phase to pension phase. A special mention to Amy Matenga for her assistance and efficiency when helping us through the paperwork. It is good to know that Brendan and his team are keeping an eye out on our financial situation at all times.

5.00 June 2023

Brendan has been working with us for many years. During this time, he's advised us on how best to build wealth for retirement, and then retire with the income we need to ensure we've lived very comfortably throughout retirement. He is now able to help us with the next stage of our lives - downsizing our home to move to a retirement village and advise us on the best way to support this financially.

Brendan has always shown us with great clarity the best way to organise our finances for the best possible results. He's always been incredibly knowledgeable and approachable, and we would highly recommend his services for anyone who wants what we have, confidence that you have someone who will always have your best interests at heart, and who will guide you in an empathetic and supportive manner toward the right outcomes.

5.00 June 2023

I have been happily working with Brendan for many years now. As a busy professional, I came to realise long ago that, if I was going to reach my financial potential, I was going to need to partner with a specialist in this field to achieve this. I’m extremely grateful that I chose to partner with Brendan. Firstly, he understands me and my needs very well, and actively works with me to make sure I’m on track to achieve my goals.

He always has his eye on the ball, and gives me great confidence that what I’m working hard to achieve in my professional life, will ultimately result in the financial outcomes I want in the future. He is always well prepared for our discussions, and brings to the table the best in contemporary knowledge and clear direction.

He is also well supported by a terrific team who I know I can talk to any time and are very professional, knowledgeable and responsive. I can’t recommend Brendan and his team highly enough!