FinFit
Curated by SignalFinancial planning solutions offering unbiased advice and personalized services.
Overview
FinFit is a company that focuses on providing solutions for financial planners and advisors. It offers tools for client management and investment strategy development. The services include cash flow management, financial health assessments, personalized financial plans, and life insurance options, which are intended to support wealth management practices. FinFit primarily targets individuals in Brisbane, Australia, with the goal of offering unbiased financial advice and tailored planning services to assist clients in achieving financial independence. The FinFit Personal Wealth Portal is a digital platform designed for clients to monitor their financial health. By remaining independent from large banking institutions, FinFit aims to maintain impartiality in its advisory services, addressing the financial planning and wealth management requirements of its clients.
Key facts
- Founded
- 2015
- Headquarters
- Paddington, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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