Let Us Find a Financial Planner for You

We will match you to the perfect financial advisor to match your financial future.

Congratulations for taking the time to change your future success. Improving 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.

Why do I need to get an insurance sales person to sell me insurance. While protecting your income lifestyle and family is very important, if you can keep an open mind, you will learn a good financial planner , like the ones available on this site don’t “flog” you something you don’t need. They will work with you to improve your situation. They look at logical ways, they can make your life, finances and even outlook better.

I had a financial advisor before and I am looking for a second opinion.

If you’ve used a financial planner before, you maybe looking for peace of mind. Some have had a bad or good experience and are looking to see if our recommend planner will be provide a better result.  If you have had a good experience (maybe your financial planner retired or moved away from your location) we will assure you, you will guarantee you a great experience. If you had a bad experience, we will show you how we won’t let you down.  This is because it is our reputation on the line.

Someone may have referred you to this service.

We are honoured a friend, family member, acquaintance or business associate has taken the time to refer us to you. They must believe in this service. If they didn’t see a benefit for you, they would not have referred you. It affects their reputation as well as their integrity. We won’t let you or them down.

 

You have got everything to gain

Why not give this site a fair go? Fill in our two minute form and see if we live up to our reputation. You’ll be pleased to know we don’t need to know every detail, just minimal information. All you have to do is be willing to meet with a financial advisor, who will help you put a strategy in place to improve your lifestyle, finances or relief financial stress. An one hour with a financial adviser, would be worth it, if they could give you the feeling of direction and clarity and can help you see their is a better financial way. Most clients agree, it is time to take action!

Who are we and why did we create this site

We are a family of business owners, who have had both bad and good experiences with financial advisers. There have been average and poor articles in the media regarding the industry and people deserve the opportunity to have the best. We understand people don’t have time to investigate a good financial planner and sometimes they don’t even know what to look for. We have taken the stress, worry and guess work out of working with a financial planner. We won’t let you down and this is because it’s our reputation on the line, so we intend to do what’s right by you the client.

Get Matched With The Perfect Financial Planner

It only takes 2 minutes!
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What can this site do for you?

Everyone’s situation is different and varied. Some of you reading this site may be on a tight budget and others may be more interested in quality verse how much you have to invest.


The guess work has been eliminated

We know what to look for in a financial planner and you should be educated as well. Somethings you should look for include:

  • 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?

Do you really have time to investigate a financial planner?

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 in this figure is the amount of time it takes to travel to work. Now if you’re in Sydney, Brisbane or Western Australia mainly, 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 boring. Let us eliminate the hassle altogether and leave you more time to spend with family and your own personal interests.

This site should help you improve your financial future

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.

If we could help you access financial planners who had helped others achieve their dreams and goals, would you want to 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 you time by making sure you are really serious about seeing a financial planner.  Below are some things which may help you make the right decision about meeting a financial planner.

You must be seriously interested in meeting up with a financial advisor?

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 truly interested in changing your financial future.

It would be a good idea to have the right expectancy

We hope you realise 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:

  • Budgeting
  • 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
  • Wills 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.

But like any potential client without knowing your personal circumstances it would be best to fill in our two minute form and 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 us?

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 are paid by advisers but are total for you the client. A financial planner is rewarded by us for looking after you. If they give great service and you let us know the positive feedback on our site, we will give your financial planner additional clients.
We can tell you generally will be an investment to use a financial planner. This can be either a direct or indirect investment. However what we can’t share with you is the cost to get poor advice. This could cost you thousands of hard earned dollars and would suggest filling in the two minute form to avoid any future worries and heart ache.

What to expect from this site?

You should expect that you will be treated with respect and care. Please understand your details will not be used to telemarket you. You will be referred to between 1-4 financial planners and you will let us know how many Financial Planning appointments you want. We will only add you onto 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 youfrom 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 your financial situation could be total changed within a week, but longer in most cases.

Your feedback is important

Through the whole process you will be encouraged to provide feedback about this site and about your planner. Thsi is your site and was made with you in mind. We want to know what we can do to make this experience for you the best that it can be. IF there is any way we can make you a raving fan, please fill in our contact form. If you have loved the experience, please be sure to put feedback on our testimonials and feedback page.

Get Matched With The Perfect Financial Planner

It only takes 2 minutes!
Match Me Now

Please tell us about your financial planner

One of the ways this site works is by the feedback client like you tell us. If you have had a bad or good experience, we want to know. It can help a financial advisor keep doing positive things and can help eliminate bad habits and experiences for other clients.

Everyone that put 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?

So if you haven’t already been convinced we are suggesting, you give it a shot. Its free, time saving, eliminates worry and helps you get only the best, which is what you deserve. Just fill in our two minute form, be willing to see a financial adviser and let us know if we have surpassed for expectation in our feedback form.
You’ll be glad you did.