Let Us Find a Financial Planner for You
We will match you to the perfect financial advisor
to match your financial future.
your financial situation or getting a wealth coach (financial planner) is something
that is reserved for the few. There aren’t many people who go out of the way and get
out of their comfort zone in order to improve their life and get their finances in order.
Some people view financial planning as unnecessary.
I had a financial advisor before and I am looking for a second opinion.
Someone may have referred you to this service.
You have got everything to gain
Who are we and why did we create this site
What is our recommendation?
You’ll be glad you did.
We know what to look for in a financial planner and we can help you get educated as well. When choosing a financial planner, you should ask the following questions:Are they part of an association?
How long have they been in business?
What are their areas of specialties? and;
What is the feedback from their clients?
You may have some knowledge of the industry but the average Australian works 50 hours in a week. What they don’t tell us about is the amount of time it takes to travel to work. Now if you’re in Sydney, Brisbane or Western Australia, your travel time can be 2 plus hours one way. Now we can all read a good book or play a game on our phones while traveling, but does anyone want to waste their time checking out financial planners. Most people find this activity laborious. Let us eliminate the hassle altogether and leave you more time to spend with your family and your own personal interests.
If you could access the leaders in the financial planning industry would you? There are thousands of financial planners out there and you would be amazed to learn some are not even qualified to give advice and some have been suspended from their association. We can help you avoid these people by eliminating them all together from being a financial planner we would ever refer.
If we could help you access financial planners who have helped others achieve their dreams and goals, would you fill in our two minute form?
While past performance does not guarantee future success, it is a good indicator. Let us know your dreams and financial goals on the two minute form, you’ll be glad you did.
Who should use this site?
We want you to save your time by making sure you are really serious about seeing a financial planner. Below are some things which will help you make the right decision about using this service.
Please do not fill in our form if you are just checking this site out. We don’t want to waste your time and prevent a financial planner from seeing truly interested clients that want to change their financial future. Please feel free to subscribe to our newsletter and we will be happy to connect you with a financial advisor when you are ready.
It is important to know what a financial adviser can and can not do. For example, if you are 65 and have nothing in super, there isn’t going to be a lot a financial planner can do to help you retire next week. Also if you don’t have any money or income what so ever a financial planner may not be able to make much of a difference in the short term. Financial planners are looking for short, medium and long term results for their clients. The will look at everything from
- Cash flow management and salary sacrificing
- Protecting your lifestyle and family
- Consolidating super and investment options in super
- Assisting with a Self-managed Super Fund
- Investments and managed funds
- Retirement planning
- Government benefits for retirees, semi retirees and potential retirees
- Transitioning to retirement
- Aged care
- ills and succession planning
Tradies, tertiary qualified employees and managers would get the best benefit
Highly paid and skilled workers would benefit the most. They will benefit from strategies like:
- Being tax efficient
- Putting money away for a rainy day
- Protecting lifestyle and income should something unexpected occur
- If there is enough in super, a self-managed super fund.
Without knowing your personal circumstances, it would be best to get a skilled financial planner to create a success strategy for you. Of course you don’t need a big wage to make a huge impact and set yourself up for the future. If you don’t want to rely on the government in retirement, you should fill in our two minute form.
How much does it cost to use this site?
You’ll be please to know it is free. We get paid by the financial planners, however this site is completely independent of any one financial planning business or a bank.
We do reward financial planners for giving our clients great service. If you use one of our recommended financial planners and they give great service, you should let us know. This is because at our expense, we will give that financial planner additional clients as a reward. This is to further ensure you are looked after.
In general there will be an investment to use a financial planner. This can be either a direct or indirect investment. What we don’t know is the cost to you, if you don’t use a good financial planner- like the ones available on this site. Imagine the cost to you if you invest in the wrong products, use the wrong financial planner or set up the wrong strategy and lose money. We would suggest you fill in the two minute form to make sure this never happens.
What to expect from this site?
You should expect that you will be treated with respect and care. We will refer you to between 1-4 financial planners with your permission.. We will only add your name to our newsletter if you ask.
You should expect based on the technology of this site, to get the best financial planner to suit your situation, location, employment and circumstances. The financial planner we recommend will be professional, knowledgeable and can drive you to your goals.
You should expect to feel relaxed and assured you have made the right decision.
How long does it take to get a financial planner to help you from start to finish?
From the date you lodge your enquiry, you should expect a financial advisor to call you within two business days of making the enquiry. At this time they will confirm your appointment time and advise you of the next steps. There will usually be about two meetings as a minimum and there could be more. Best case scenario would be that your financial situation could be total changed within a week, but longer in most cases.
Your feedback is important
This is your site and was made with you in mind so any information you tell us will help build a better site and result for you. If there is a way to make you a raving fan, please fill in our contact form and if you have loved the experience, please be sure to fill in our testimonials and feedback page.
Through the whole process you will be encouraged to provide feedback about this site and about your planner. By doing that it will help refine this process for others and make sure your planner is deserving of other clients.
Everyone that puts positive feedback on the site will go into the drawn for an ipad mini
You read that right, if you post your positive experience on the website about your financial planner and this site you’ll have a chance to win. With one given away every week, you’ll be glad you did.
What is our recommendation?
Its free, eliminates worry and helps you get the best opportunity for your financial future, which is what you deserve. Fill in our two minute form, be willing to see a financial adviser and let us know if we have surpassed your expectations in our feedback form.
You’ll be glad you did.