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Establish a Financial Goal & Achieve It

Financial Planning Services that find you more money & compound your wealth

Book a Complimentary Discovery Session

Protect Your Current
Finances

Unlock Equity & Untapped
Wealth

Retire With a 7 Figure
Wealth Portfolio

Most working Australians have more money than they realise.

At Finnia Wealth, we help clients to unlock their unrealised wealth and put it to work. When we help you uncover and compound your hidden wealth, you get to make lifestyle choices beyond your day job.
We believe every Australian can retire as millionaires living their dream life.

Book a Complimentary Discovery Session

Here’s how we help you achieve a 7 figure wealth portfolio:

Establish Bulletproof Financial Structures

To maximise your cash flow and safeguard your assets

Boost Your Superannuation Returns

Take advantage of the most overlooked wealth creation vehicle

Professional Investmentsto Compound Your Wealth

Low risk, diversified portfolio to achieve your financial goal

Book a Complimentary Discovery Session

3 simple steps to getting started with Finnia Wealth:

Book a Complimentary Discovery Session

Assess your situation with our licenced financial planner

Establish & Implement Your Financial Plan

Uncover your underutilised money and put it to work with our ongoing management

Build Wealth & Retire with a 7 Figure Wealth Portfolio

With passive income to cover a comfortable retirement lifestyle

In the discovery session, you are going to find out:

How much do you need to achieveyour ideal lifestyle

How much money you’re currentlynot accessing

Strategies to uncover your unrealised wealth to make your ideal lifestyle a reality

Book a Complimentary Discovery Session

Financial Planning isn’t reserved for the rich and elite. It’s a necessity for everyone.

Most people go to their accountant as their first point of contact for money matters. Their job is to record what has happened and play defense.
A good financial planner, however, is the one who plays attack and turns your money into long lasting wealth.
No working Australian should retire with less than 7 figures. Building wealth is not rocket science, you just need the right financial advice and an action plan to put this growth on autopilot.

Book a Complimentary Discovery Session

Meet the Finnia Wealth Team
Meet the Finnia Wealth Team
Meet the Finnia Wealth Team

Client Testimonials

Expert advice that is tailored to your specific needs, highly recommended.
Myles Tehan
John Shelton greatly assisted me with restructuring and investing my super into higher returning finds that the default industry super I had mine invested in. He also assisted me with life insurance advice and my general financial planning. A genuine, ethical and passionate professional at all times, I highly recommend John.
Ben Chapple
John has worked with us over the past few years and has been fantastic. He is so knowledgable and has provided us with huge tax savings. John is always available when I need assistance with our SMSF and investment advice, and has made a huge difference to our financial planning over the years. He is amazing so give him a call!
Christine Newman
Dealing with John S. and his team and implementing his advice during 2023, was a good experience. Service was exceptional and savings even better. Thank you & keep on providing good service. Highly Recommend. 
Alvaro Neves
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Your financial future is not limited to your personal income.

Don’t sit on the fence speculating how to invest or end up making expensive mistakes. Prudent financial decisions throughout your life can ensure that you don’t end up reliant on the pension, compromising post-work lifestyle, and being a burden to others.
Every Australian deserves to retire a millionaire and live the dream.
Start financial planning with Finnia Wealth!

Book a Complimentary Discovery Session