Finassure

Finassure Finassure provides financial personal planning advice. Blue represents wisdom, strength and unity. Green represents wealth, harmony and prosperity.

Whilst our company was only established in June 2015, the combined experience of the principal and his two staff extends more than 100 years in the financial planning industry. We are the successor company to J & BL Wilson Pty Ltd (started by the principal’s parents, Jim and Barbara, in 1976) which traded as Spring Hill Financial Services until 2007; as well as Moneo Pty Ltd (co-owned with the pri

ncipal’s brother Geoff from 2007 to 2015). Our name Finassure is a combination of two extremely important words to us and our clients: “Financial” and “Assurance”. Assurance is both a positive declaration intended to give confidence, as well as a promise or certainty in one’s own ability. Our icon is the concept of 3 knots showing the interdependence of client, planner and investment manager and/or insurer in the financial planning relationship. Together these elements form a logo and brand that symbolises our philosophy – financial advice founded on the strength of the triumvirate of client, planner and investment manager and/or insurer, combined with our team’s broad experience across strategies, systems and people; to give a promise of service that empowers our clients to reach their goals. Lindsay has been in the financial services industry since 1984. He attained Diploma & Associateship levels (in life insurance) from the Australian Insurance Institute (now known as Australia & New Zealand Institute of Insurance & Finance). He currently holds a Diploma of Financial Planning from RMIT University, as well as a Graduate Certificate in Commerce (Financial Planning) from the University of Western Sydney. In addition, he has held the Certified Financial Planner qualification since 1996. He is a member of the Financial Planning Association of Australia. His specialties are in the field of Investment, Superannuation, Retirement Planning & Aged Care.

Every setback is a setup for a comeback
05/06/2026

Every setback is a setup for a comeback

Australians are putting off their retirement by up to four years as cost-of-living pressures bites hard. In its latest r...
04/06/2026

Australians are putting off their retirement by up to four years as cost-of-living pressures bites hard. In its latest retirement report, Colonial First State flagged Australians want to leave the workforce at 62, but the financial realities...

Australians are putting off their retirement by up to four years as cost-of-living pressures bites hard.

Life isn’t about waiting for the storm to pass
03/06/2026

Life isn’t about waiting for the storm to pass

Get prepared for June 30
02/06/2026

Get prepared for June 30

Tax time is just around the corner, so now is the time to get ahead and find out what strategies may be available to you before 30 June. Time for a portfolio review A good first step is to review your investment strategy. With recent market volatility, things may have shifted and your risk tolerance...

Magnificent Seven: More diverse than they may appear
01/06/2026

Magnificent Seven: More diverse than they may appear

The Magnificent Seven are more diverse businesses than their shared label suggests The “Magnificent Seven.” It’s an understandable, memorable, and concise term, but its simplicity masks important distinctions. With the backdrop of strong U.S. stock market performance attributed to a handful of...

The only person you are destined
29/05/2026

The only person you are destined

Can I access my super early?
28/05/2026

Can I access my super early?

Many older Australians are understandably eager to access their superannuation, but strict rules apply. For many Australians, superannuation will be their most significant source of long‑term savings. Yet, despite being a crucial part of the nation’s retirement income system since the introducti...

Federal Budget 2026-27: A blueprint
27/05/2026

Federal Budget 2026-27: A blueprint

Look beyond traditional diversification
25/05/2026

Look beyond traditional diversification

Investors can employ diversification strategies beyond just asset allocation The concept of diversification, not putting all your eggs in one basket, as a means of reducing risk has been an enduring investment concept. But investors and the financial advice industry often focus solely on diversifica...

23/05/2026

After 10 years at Chermside West, we closed our office on Friday, 15 May 2026 and moved to home offices. Please note the new street and postal address below – both have changed.

Office: 15 Carnarvon Court, Everton Hills Qld 4053
Postal: P O Box 2265, Brookside Centre Qld 4053

Address

Shop 1, 72 Basnett Street
Chermside West, QLD
4032

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61732564100

Alerts

Be the first to know and let us send you an email when Finassure posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Finassure:

Share