Financial Planning
We provide personalised financial planning services to individuals, designing financial plans that are best suited to their unique needs, goals, and circumstances.
We determine each client’s financial needs through a comprehensive financial needs analysis, allowing us to design solutions that are aligned with their personal and professional objectives.
The core areas in which we specialise include life cover, disability cover, retirement planning, investment planning, and estate planning, among others. Our approach ensures that every recommendation is practical, appropriate, and structured for long-term financial security.
In addition to individual financial planning, we provide business solutions tailored to companies of varying sizes. Businesses often face challenges that can impact continuity, profitability, or succession. Our role is to identify these risks and implement effective strategies that ensure the ongoing and efficient operation of the business.
We also assist companies in structuring employee benefits, ensuring that employees are adequately provided for as part of the financial planning process. When designing benefit structures, we aim to create solutions that are mutually beneficial to both employer and employee, balancing cost efficiency with meaningful financial protection and value.
Trusted Financial Planning, Built on Experience and Integrity
At Inventive Financial Solutions, we believe that sound financial planning is not about products, trends, or short-term decisions. It is about clarity, discipline, and building long-term financial security tailored to each client’s unique circumstances.
Our practice was founded with the objective of providing practical, transparent, and client-focused financial advice. We work closely with individuals, families, and business owners to help them make informed decisions around investments, risk planning, retirement, and wealth preservation.
Meet the Founders
John Panteli
John is a seasoned financial planner with extensive experience in investment strategy, portfolio construction, and long-term wealth planning. Having worked with a wide range of clients over many years, he brings a disciplined, evidence-based approach to financial decision-making.
John is particularly focused on helping clients cut through complexity, reduce unnecessary costs, and build robust investment strategies aligned to their goals and risk tolerance. His philosophy is centered on consistency, transparency, and aligning financial plans with real-world outcomes rather than sales-driven solutions.
Justin Weinstein
Justin is a dedicated financial planner with a strong focus on client relationships, risk management, and holistic financial planning. He believes that effective financial advice starts with understanding the client, not the balance sheet.
Justin works closely with clients to ensure that their financial plans remain relevant as their lives change. His approach emphasizes clear communication, structured planning, and ensuring that clients fully understand the strategies being implemented on their behalf.
Our Approach
We pride ourselves on offering:
- Independent, client-first financial advice
- Long-term planning rather than short-term speculation
- Clear explanations and transparent fee structures
- Ongoing reviews to ensure plans remain aligned with client goals
At Inventive Financial Solutions, we measure success by our clients’ confidence, financial stability, and peace of mind.
We look forward to partnering with you on your financial journey.