Finbiz advisers

What Finbiz advisers does

Finbiz Advisers is a privately held boutique financial and business advisory firm headquartered in Warners Bay, New South Wales, Australia, operating with a staff of approximately 9 across one regional office. The firm provides an integrated two-pillar service offering: Business Advice covering growth strategies, cash flow management, profitability improvement, business structure optimisation, tax minimisation, debt and finance, business management, accountability, and succession planning; and Financial Advice covering savings and cash flow, investing, Plan B contingency planning, superannuation, debt management, insurance, and retirement planning. Its primary customer segments are small-to-medium business owners and individual/family clients in the Australian market seeking coordinated personal and business financial planning under a single relationship.

The firm delivers services on a direct-to-consumer, relationship-based go-to-market model rather than a transactional or product-led motion. Distribution is primarily via client and professional referrals (notably from Liberty Finance), supplemented by organic social presence on Facebook and LinkedIn. Financial advisory services are delivered under Lifespan Financial Planning's Australian Financial Services Licence (AFSL 229892), of which Finbiz and Principal Adviser Annette Pulbrook are authorised representatives. Revenue is generated through professional services fees on a consultation basis; pricing is not publicly disclosed and varies by client needs and complexity.

The technology footprint is minimal: the firm relies on a third-party client portal (Class) for account access and standard productivity tools, with no proprietary platform, APIs, or AI/ML capabilities disclosed. The team holds professional credentials including CPA Australia affiliations, SMSF Association Specialist designations, and Certainty Advisor accreditation through the Certainty Advice Group. Operating geographies are concentrated in New South Wales, with no stated international or multi-state expansion, and the firm has no disclosed funding events, acquisitions, or institutional investors.

Name

Finbiz advisers

Legal name

Finbiz Advisers

Website

https://finbiz.com.au

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Finbiz Advisers is a privately held, 9-person boutique financial and business advisory firm in Warners Bay, NSW, Australia, providing integrated financial planning, superannuation, insurance, tax minimisation, and business advisory services to SMB owners and individual/family clients via relationship-led consulting under Lifespan Financial Planning's AFSL.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Fee-Based Advisory (FSAEAAAM)

Keywords

• Financial advisory services
• Business advisory services
• Superannuation planning
• Small business consulting
• Wealth management advice

Headquarters

HQ city

Gardners Bay

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Advisory Services: Revenue generated from providing integrated financial and business advisory services including financial planning, investment advice, superannuation, insurance, and business management consulting.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Finbiz Advisers is a boutique Australian financial and business advisory firm that provides two integrated service lines. Its Business Advice covers growth strategies, cash flow, profitability, structure, tax minimisation, debt and finance, business management, accountability, and succession planning for small and medium business owners. Its Financial Advice covers savings and cash flow, investing, contingency planning, superannuation, debt management, insurance, and retirement planning for individuals and families. Services are delivered on a relationship-based, face-to-face advisory model rather than transactionally.

Product overview

Finbiz Advisers offers an integrated financial and business advisory service combining two core service areas. The Business Advice services address growth strategies, cash flow, profitability, structure, tax minimization, debt and finance, business management, accountability, and successions. The Financial Advice services cover savings and cash flow, investing, Plan B, superannuation, debt management, insurance, and retirement planning. Together these services provide clients with comprehensive support for both their personal financial life and business complexity.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Advice Advisory services for small and medium business owners covering growth strategies, cash flow management, profitability improvement, business structure optimisation, tax minimisation, debt and finance management, business management, accountability, and succession planning.
• Financial Advice Personal financial planning services for individuals and families covering savings and cash flow, investing, Plan B contingency planning, superannuation, debt management, insurance, and retirement planning.

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Lifespan Financial PlanningcoreChannel Partner/ Reseller/ DistributorFinbiz Advisers and Annette Pulbrook are authorised representatives of Lifespan Financial Planning AFSL 229892, enabling them to provide financial advisory services under their license.
• Certainty Advice GroupcoreStrategic or Co-development PartnerAnnette Pulbrook is an accredited Certainty Advisor with Certainty Advice Group, indicating a strategic partnership providing specialized advisory framework and credentials.
• CPA AustraliaminorOthersProfessional affiliation indicating team members hold CPA Australia designation, demonstrating accounting and financial expertise credentials.

Scale indicators1 record

Expansion highlights4 records

Broad incumbents

• Shadforth Financial Group: Large Australian wealth advisory and financial planning group with a national adviser network. Comparable core service offering (financial planning, superannuation, investment advice) for individuals and SMBs, but operating at significantly greater scale and geographic reach than Finbiz.
• Hillross Financial Services: National Australian financial advice network (part of Insignia Financial) that licenses advisers similar to Lifespan's model. Overlaps with Finbiz on personal financial planning, superannuation, and investment advice for retail and small business clients.
• William Buck: Mid-tier Australian accounting and advisory firm providing business advisory, tax, and wealth advice. Comparable integrated business-plus-financial advice orientation targeting owner-managed businesses, though at significantly larger scale.
• Ord Minnett: Australian wealth management and stockbroking firm providing investment advice, portfolio management, and financial planning. Overlaps with Finbiz on investment and retirement advice but targets higher-net-worth segments at greater scale.
• RSM Australia: National Australian accounting, tax, and business advisory firm serving SMBs with consulting and financial planning-adjacent services. Comparable SMB-owner advisory orientation with broader advisory capabilities than Finbiz.

Direct peers

• Wealth Within: Australian boutique financial advisory firm focused on personal financial planning, SMSFs, and investment coaching. Comparable mid-sized team serving individual investors and small business owners with relationship-led advice, similar to Finbiz's positioning.
• Capstone Financial Planning: Australian boutique financial advice firm that operates as an authorised representative network, similar to Finbiz's Lifespan model. Comparable in offering personal financial planning, SMSF, and retirement advice to individuals and small business owners, with a relationship-based service model.
• Tribeca Financial: Boutique Australian financial advisory firm offering integrated financial planning, superannuation, and investment advice to individuals and business owners. Comparable mid-sized team, relationship-led model, and SMB-owner focus.
• HLB Mann Judd: Australian accounting and business advisory network offering integrated business advisory (tax, growth, structure) and financial planning services. Closely comparable to Finbiz's 'integrated financial and business advice' value proposition for SMB owners.
• Money Talks Financial Planning: Australian boutique financial planning firm providing personal financial advice, superannuation, and investment guidance to individuals and small business clients. Comparable size, target market, and relationship-based delivery model to Finbiz.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/finbizadvisers
• LinkedInlinkedin.com/company/finbiz-advisers

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Finbiz advisers