About Me

Whilst our company was only established in June 2015, the combined experience of the principal and my two staff extends more than 75 years in the financial planning industry. We are the successor company to J & BL Wilson Pty Ltd (started by my parents, Jim and Barbara, in 1976) which traded as Spring Hill Financial Services until 2007; as well as Moneo Pty Ltd (co-owned with my brother Geoff and business partner Scott Kilvington 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. Blue represents wisdom, strength and unity. Green represents wealth, harmony and prosperity.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.I specialise in giving advice on personal investments, superannuation, retirement planning and aged care.