Financial Services
Financial Services
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FinSavvy Finance is a Sydney-based mortgage and finance brokerage helping clients make smarter lending decisions both when taking out a loan and throughout the life of their finance.
Based on Sydney’s North Shore, we assist first home buyers, homeowners, investors, refinancers, upsizers, self-employed borrowers and SMSF clients with home loans, investment lending, refinancing, construction finance, bridging loans, SMSF lending, asset finance and other specialised lending solutions.
Our service goes beyond simply arranging a loan. We take the time to understand each client’s financial position, property plans and long-term goals before recommending a suitable lending strategy.
Importantly, our support continues after settlement. Every six months, we review our clients’ interest rates and negotiate with their existing lender where possible. Each year, we also assess loan serviceability and borrowing capacity, as well as updated property valuations where appropriate, helping clients identify opportunities to refinance, restructure debt, access equity or prepare for their next purchase.
With a broad lender panel, personalised advice and ongoing support, our goal is to actively manage our clients’ lending over the long term.
Your loan. Treated like our own.
Hi, my name is Peter Quinn and I’m the founder of Quinn Financial Planning. With over 30 years’ experience as a chartered accountant and financial planner, I want to help you become financially secure so that you can live comfortably for the rest of your life.
I am a Chartered Accountant (CA), Certified Financial Planner, Self-Managed Super Fund Specialist (Member SPAA), Accredited Aged Care Professional and a Fellow of the Australian Institute of Company Directors. Having advised many clients over the years, my experience and qualifications enables me to give you a unique balance of technical, compliance, taxation and practical advice.
Quinn Financial Planning’s advisory services include: Financial Planning, Self-Managed Super Funds, Investment Advice, Retirement Planning, Aged Care Planning, Personal Insurance Advice, Estate Planning and Tax Management.
We offer a free 45 minute consultation to new clients where we discuss your goals and objectives, review your financial position and work towards a strategy to help you meet your short, medium and long-term goals. I look forward to meeting you.
* Conflict-free investment management for HNWIs, SMSFs & advisors.
* Lower costs, full transparency so you always feel in control.
Your trusted, independent and proven investment partner.
We bring the rigour of a larger institution with the personal attention and accountability that only a boutique can offer.
Assureinvest was founded on a belief that investors deserve transparency, personalised
attention, and an advisor whose interests are fully aligned with their own. With more
than two decades of experience across global investment firms, our founder built an
independent practice where integrity shapes every decision.
We preserve and grow your wealth through disciplined, research-driven investing —
guiding your portfolio decisions so you stay in control, while managing the day-to-day
so you don’t have to. Every decision comes with clear reasoning, and you will always deal
directly with the person making it. No middlemen, no hidden fees.
We keep our structure lean and favour lower-cost instruments with a patient, long-term
approach, so more of your money stays invested and working for you. More than a decade
of robust lower-risk returns tells us the approach works. However, what drives us most is
something simpler: that every client feels confident, informed, and genuinely looked after.
Get in touch with us directly — we’re accessible, straightforward to deal with, and always happy to talk.