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About Us

At Finnia Wealth, you and your financial goals take absolute priority.

Our financial advice philosophy is simple. Our business is centred on you and your goals. In partnership with you, we will develop a tailored financial plan which will help you to achieve your goals.
Life is not as predictable as it once was. That means financial planning needs to get out of standardisation and adapt to our ever-changing world. Financial cushion and comfortable retirement is not a given. Anyone who wants a life that makes economic sense needs a seasoned financial expert in their corner, dedicated to meeting personalised financial goals, no matter what the future holds.
Our aim at Finnia Wealth is to give the focused attention and detail your financial plan needs, so your plan stays on track when life happens and climates change. Our ultimate goal is to help you meet your desired future through retirement and into future generations of your family.
Our plans go beyond standard documentation and yearly check-ups. They are a comprehensive, step-by-step roadmap designed to compound your financial resources over time to meet your lifestyle needs and other life-impacting circumstances.
If you’re looking for a sound financial partner for life, you’ve found your home at Finnia Wealth.

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About John

John Shelton is the senior financial adviser of Finnia Wealth. He has over twenty years’ experience in the financial services industry with the last eight as a financial planner. He provides comprehensive advice to high net worth clients, accumulators, business owners and pre and post retirees. His areas of expertise include:
  • Investment Markets
  • Cash Flow Management
  • Self Managed Super Funds
  • Personal Insurance
  • Retirement Planning
  • Estate Planning
  • Debt Management
  • Financial Modelling

John likes to understand the needs of his clients’ before building a financial road map to help them achieve their goals. He is a strong believer that advice is not a set and forget. He likes to build a lifelong partnership with his clients so that he can adjust their road map to align with their changing needs.

In his spare time you will find John playing golf, supporting the Carlton Football Club or scuba diving.

John Shelton

Senior Financial Adviser
Finnia Wealth

The Personalised Approach You’ll Receive with Finnia Wealth

Exceptional financial planning doesn’t happen by accident. It takes a time-tested, relational approach we can provide for you and your family at every turn. Here’s the way we believe sound financial planning should work:

We Believe in Lifelong Partnerships

Our greatest assets in life are relationships and it’s why our approach isn’t transactional. We want to build trust that turns into a life-long partnership. When we say we are in it for the long haul, we mean it.

We Give Flexible,Timely and Realistic Financial Guidance

No two financial situations are the same. Our experience in the financial world runs deep and wide. We have the information and discernment to change your plan as your lifestyle and needs evolve in real-time. We aim to help you meet your financial goals, and our ability to be flexible within your plan will help you do just that.

We Are Seasoned Professionals Who Genuinely Care

We believe in putting the needs of our clients first, and have spent the last twenty years in our industry working tirelessly to make this happen.
We believe everyone wins when you take a genuine interest in your clients’ needs and what’s most important to them with their financial goals and plans. Talking about money can be difficult, and we want to be a trusted voice you can rely on to care about you and your financial plan.

Book a Complimentary Discovery Session

Our Seven Step Process to Achieve Your Financial Goals

1. Learn Your Entire Financial World

No two financial situations are the same. We’ll take a deep dive into your entire financial world, which could include the following:

  • Your assets and liabilities
  • Savings capability
  • Personal risk insurance requirements
  • Income required for retirement
  • Centrelink entitlement position
  • And much more!
2. Set Financial Goals to Fit Your Lifestyle

With a complete understanding of your financial world, we’ll convert your lifestyle requirements into clear financial goals and objectives. You’ll know exactly how much you need to fund your lifestyle now and in the future. 

3. Build Strategies to Meet Your Financial Goals

This is where your financial plan comes to life. We’ll meticulously work to develop the strategies you need to meet all your financial goals and objectives. 

4. Determine the Assets Needed to Make Your Plan Work

Your plan is only as good as the assets you need to meet your goals. We’ll determine which assets (i.e. shares, property, bonds, and cash) help you achieve the greatest return.

5. Calculate All Risks & Close All Gaps

Every investment under every plan comes with risk. We’ll need to take the time to determine your tolerance to investment risk. Depending on the results and how they match the inherent risk in the asset allocation plan, we may need to close the gap between the two by reaching a compromise. Our goal is to make sure you have the comfort and peace of mind you need to move forward confidently.

6. Put Your Financial Plan to Work
After closing the gap, we’ll take one more look across your entire plan to ensure it is laser-focused on meeting your preferred financial future. On your approval, we then begin implementing each of the recommended strategies outlined in your plan. We’ll also arrange the purchase of the recommended investments and personal risk insurances on your behalf.
7. Ongoing Review of Your Plan
With your entire plan in place, we’ll take the necessary time and energy to review them regularly. Changes may be needed due to your situation or external factors. We’ll recommend appropriate modifications to your investments to ensure everything stays on track.

Book a Complimentary Discovery Session