STRATEGIC FINANCIAL ADVICE

FWA Finance Solutions

Lending and finance strategy coordinated within your broader wealth plan – not treated as a transaction on its own.

Borrowing is one of the most powerful tools in building wealth, and one of the easiest to get wrong when it sits apart from the rest of your strategy. FWA Finance Solutions brings your lending into the same plan as your cash flow, investments, tax and super – so debt is structured deliberately, serviced comfortably, and works toward your goals rather than against them. Every borrowing decision is made with the full picture in view, coordinated holistically within your broader wealth plan rather than managed in isolation.

How we help

Finance strategy, not just a rate

Our wealth strategy starts with the role that borrowing plays in your wider plan – home, investment, business or bridging – and structures it accordingly.

Access to lending

We coordinate access to a range of lenders and finance options to suit your circumstances, so the structure fits the strategy rather than the other way around.

Debt structured to work

Loan structure, ownership and repayment are arranged with tax efficiency and your overall position in mind, alongside your accountant.

Borrowing capacity, used wisely

We help you understand what you can sustainably borrow and, just as importantly, what you should – so leverage supports your goals without straining your cash flow.

Coordinated with the whole plan

Lending decisions are made with the full financial picture in view, supporting your wealth accumulation strategies so a move in one area does not quietly undermine another.

Who this is for

You want borrowing that fits your plan

You want borrowing built into your wider financial plan, not treated as a standalone transaction.

Your finances are complex

You’re a business owner or investor whose borrowing needs to work within a more complex financial structure.

You want to borrow wisely

You want to understand what you can sustainably borrow, and just as importantly, what you should.

You want debt structured well

You want your debt arranged with tax and ownership in mind, alongside your accountant.

You're short on time

You are time-poor and would rather hand the lending to someone who knows the full picture.

Part of the bigger picture

Finance is rarely a one-off event. As your circumstances and the rate environment change, we revisit how your borrowing is structured so it keeps serving the strategy over time.

Note: This is general information only. Lending and credit assistance are subject to separate arrangements and approvals; terms, conditions, fees and lending criteria apply. Seek personal advice before acting.

CLIENT TESTIMONIALS

Trusted by families

The measure of our work is the confidence our clients feel and the relationships that last. Helping people make better decisions about their future is a privilege we never take lightly, which makes receiving their thanks all the more gratifying.

“

My only regret is not having met Michael and his fabulous team years ago. Retaining Family Wealth Advisory was the best financial decision my family ever made. Michael’s advice is considered, well documented and easy to understand – his team are an absolute pleasure to deal with.

Paresh Khandhar SC

Barrister

“

We engaged Family Wealth Advisory to manage and grow our superannuation funds and feel as though a weight has been taken off our shoulders. The advice and excellent service received exceeded our expectations and we finally have a realistic plan to grow our wealth now and in the future.

Bruce and Liz Guthrie

“

Michael is not just a financial adviser. He is a trusted presence in our family, a coach and confidante. He listens, motivates and guides us to align our goals so we do not go backward but always forward. We cannot imagine a more reliable and trustworthy advisory team.

Dr Alen and Ana Bielich

“

Professionalism, passion and integrity sums up Family Wealth Advisory in three words. The feedback we consistently receive from our clients is that they are very well looked after by the Family Wealth Advisory team and delighted with the high quality service they receive. We continue to highly recommend Family Wealth Advisory to our clients.

Mark Pinhorn

Director, HYD Advisory

“

Michael and the team at Family Wealth Advisory have developed a wealth management strategy strongly grounded in the fundamentals and accurately reflecting our evolving needs. I have found them a pleasure to work with, responsive and very professional in their approach to managing our wealth.

Simon Benjamin

Partner, Advisory, Ernst & Young

“

Mike and his team have been extremely professional in handling our finances over the last few years. Mike has given us the peace of mind we had been seeking from a financial adviser for some time. His breadth of knowledge paired with his integrity are exemplary. We are so pleased to entrust our savings with Mike and his team.

Ravi and Sara Manian

Ready to take control of your wealth?

We know that financial decisions are rarely just about money – they’re also about family, security, opportunity and the life you really want to build. Book an introductory conversation with us today – we will listen first, then show you how a coordinated strategy could work for your family.

Book a Meeting Contact Us

FWA Finance Solutions

FWA Finance Solutions

Who this is for

You want borrowing that fits your plan

Your finances are complex

You want to borrow wisely

You want debt structured well

You're short on time

Part of the bigger picture

Paresh Khandhar SC

Bruce and Liz Guthrie

Dr Alen and Ana Bielich

Mark Pinhorn

Simon Benjamin

Ravi and Sara Manian

Ready to take control of your wealth?

Family Wealth Advisory

Strategic Financial Advice

Family Office