People like you walk into financial commitments and make financial decisions with very differing outcomes. Financially, there are valleys, mountains, cliffs, bears, bulls, wars, pandemics, winters, summers and super storms that can wipe out trillions of dollars. More importantly, these events destroy relationships and whole communities. Do you need certainty in these times, or continue in fear and despair?
FinishWell is about being a lighthouse, so you can remain sailing in the right direction. At FinishWell we believe there is no single direction you need to travel but many wonderful paths that lead to a life of greater freedom and better choices, leading to greater fulfilment. A lighthouse simply ensures your finances do not end up on the rocks. Another metaphor can be seen in mountain climbing. There can be many ways up and down a mountain, and in some circumstances only 1 or 2 ways. However, there are paths up and down the great mountains of the world that everyone should avoid at all costs. The lighthouse gives many other options for travel but removes the option of being wiped out.
FinishWell delivers peace of mind and certainty in a world filled with anxiety and uncertainty. You discover strategies that do not rely on extraordinary returns or hefty debt levels. Reducing your fears and concerns through education and setting positive, realistic expectations allows you to live the dream. More than anything, FinishWell is about setting specific, measurable goals you can begin moving towards today, because today is the day for you to make good healthy choices about your tomorrow. Finally, FinishWell can be empowered by you to keep you accountable to your own goals and desires. We always have the end in mind when it comes to your life journey. You have a story that can be reframed. You need your story to FinishWell…….. you can do it!
Founder, Client Relations Manager, Financial Adviser
Malcolm has been involved with Financial Advice since 1996, initially with GIO Australia and in recent years he has been involved in establishing various financial planning practices in Qld. Aside from financial services, he and his family have also been extensively involved in community projects, working with youth, families and communities across South-East Qld. In the late 90’s Malcolm honed his skills in the area of team building and small group facilitation. This placed him in good stead as he then grew successful teams within his commercial business endeavours. Malcolm believes business is about community, instilling belief in people and helping them belong to something bigger than themselves. Discover Malcolm’s story of overcoming adversity and unfortunate start in life by subscribing to the email series – “Roadmap beyond Covid”, and grab the E-Book, “7 Steps to a Wealthy Mindset”.
Director, Financial Adviser
B. Bus, ADFP, DFS, C. Dec
Brig started in the finance industry at the tender age of 19 and over the years has assisted many clients purchase and build their dream homes, purchase their dream cars and boats. With several years of experience in mortgage broking and, having worked closely with accountants, Brig will be able to assist you in a more comprehensive manner in relation to all your finance needs. As your financial adviser, Brig will you help grow your wealth, protect it and leave it behind for your future generations.
Paraplanner
Kunal has a strong conviction centering on compliance and good organisation and presentation of advice. With 20 years of experience, Kunal and his team treat paraplanning like an artform.Paraplanning involves producing comprehensive financial advice that has integrity and clarity in its framework. It is vitally important that advice is both detailed in its scope and clear in its recommendations and clear on why those recommendations have been presented. FinishWell is blessed to have a formidable paraplanning team , led by Kunal Kunjani.
Client Workflow Analyst
Mark empowers FinishWell in the area of workflow creation, automation and activation. When you first come on board, you will be benefiting from Mark’s hard work behind the scenes, creating a seamless and engaging journey. Mark is a people-lover and a keen student of human behaviour and psychology. We love his keen team building and facilitation skills, slowly creating the best team culture in the world. With a degree in science and business management, Mark has spent several years consulting to medium-sized companies, assisting them to grow both systems and team. You may see Mark poking his head into some meetings as he always enjoys interacting with our client community.
D & B Wealth Services Pty Ltd T/as Finishwell is a Corporate Authorised Representative (Authorised Representative Number 1282068) of Climb Wealth Pty Ltd (Australian Financial Services Licence Number 409424) Brigadier Ncube, is an Authorised Representative (AR# 1273194) of Climb Wealth Pty Ltd (AFSL# 409424).| Website | FinishWell FSG| Complaints
The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Climb Wealth Pty Ltd Adviser before you make any decision regarding any products mentioned on this website. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Climb Wealth Pty Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
