Let Us Find a Financial Planner for You
You’ve made it to our site and you’ll be glad you did
Congratulations and welcome. 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 do their best to improve their life and get their finances in order.
You have got everything to gain
Why not give us a shot? 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 stress you may be feeling. A one hour with a financial adviser, would be worth it, if they could give you the feeling of direction and clarity. It has to be worth it!
Who are we and why did we create this site
We are a group of family 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 we felt 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. It’s our reputation on the line.
What can this site do for you?
Everyone’s situation is different and varied. However you wouldn’t have come to this site without a need to access good advice. 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.
- Are they part of an association
- The length of time in business
- What they specialise in and
- Feedback from clients
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’s till 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 would like to say everyone should fill in our two minute form, but sadly this is not going to be the case.
- 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.
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.
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.