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Sydney Financial Planners and Advisors

We will match you to the perfect financial advisor.

Congratulations for making the decision to have a successful future. 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.

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Get Matched With The Perfect Financial Planner….. It only takes 2 minutes!Get Matched Now

Sydney Financial Planners- We Are Different.

Are you sick of seeing the same catch phrases on financial planning websites? If you have done some research you would have seen words like “independent” or “trusted adviser”, or stale pictures of financial planners on their website. Choosing a financial planner can be hit and miss if you are basing your decisions on photos or the testimonial page on a financial planner’s website.

We’ve developed a site with Sydney people in mind and will take the pain and hassle out of choosing a financial planner. We’ve done the research for you and we’ve turned an activity which could have taken up to one or two hours, into a quick and easy 2 minute simple activity. Don’t mistake quick for low quality though. Behind the scenes, we have spent hours and hours interviewing and assessing the financial planner you will be seeing. Below are some reasons people are keen to fill in our two minute form and have access to the best financial planners.

Quick and Simple Process.

The first reason people fill in our two minute form is it takes so long to get anywhere in Sydney. If you are like most people and traveling to work with the train or car, this can take up 2 hours (and sometimes more each way). We doubt if there is anyone out there who likes spending that much time in traffic or the train. Can you imagine spending another one or two hours researching a financial planner? According to one of the life insurance companies in Australia, only around 37% of people secure their lifestyle and family with some sort of income replacement or life insurance. If you are one of the 63% of people that haven’t taken out cover because of time, we can help you.

If you are in Manly, Vaucluse, Woy Woy, Singleton, Penrith and anywhere in between, we have a financial planner that is ready to meet you now. They will come to you and they are local to you. The best and most convenient place to meet is in your home. If this is not suitable, they are happy to meet somewhere else and discover what is unique about you.

Where are you at now?

Most Australians dream of owning their own home; however the hardest place to own a home in Australia is Sydney. When you scrape enough of a deposit together or borrow money from your parents to get a home, there is the worry of paying a huge mortgage. Some people in Sydney need to work more than two jobs to pay the mortgage.

We knew of one client who between the two of them had five jobs. Graham, 26 was in nuclear medicine and Kim, 24 was a teacher during the day. At night, he had a job at Coles and she tutored science. He had a fifth job coaching sport on Saturdays and some Sundays. They had no life.

In the end Kim and Graham filled in the two minute form because the realised if they decided to have kids, they wouldn’t have had enough money to live on Graham’s income alone. Financial planners can help you see what might be holding you back.

In preparation for meeting a financial adviser, we suggest you write down, without hold back or being positive, where you are financially right now? If you have too much credit card debt, write it down. If the money runs out before the month does, write it down. Be honest and real with yourself.

The next step would be to book a time with one of our financial advisers. That is, to take a leap of faith, and see if a financial advisor can make sure you stay on a positive path to success.
For some people, they just need a financial planner to act as a catalyst so they can break through the next positive financial barrier. Financial planners are not magicians, but are financial and wealth coaches. They can help you manage debt and build wealth for the future, like they did with Kim and Graham.

Why use this service to find a Financial Planner?

First and foremost this service is free for you. You will pay your financial planner either directly or indirectly but you don’t pay us. We believe trades people and highly paid professionals would get the most benefit out of using the site for the following reasons:

We take the guess work out of choosing a planner

We can guarantee you with 100% certainty we know financial planners and we know a bad one from a good one. We don’t  know your profession as well as you do. For example, we don’t know how to do open heart surgery or to change an electrical switch board. If you don’t know how to choose a good financial planner, let us do the work for you. We can take the “hack work” out of doing something you don’t like doing or don’t want to do.

After you meet with your financial planner, we reward them for great service.

The way our financial planners get rewarded is not financially by us, but by providing you amazing service. The more positive feedback they receive, the more leads they will get from us. So it’s in their best interest to help you and blow you away with their amazing service and professional ability.

Expertise and trust

All financial planners must have a minimum experience and ability and must be part of an association like the FPA. In this way, we are able to check if they have been banned by their association. We check their ABN/ ACN, and check their name for complaints and legal issues. We also ask for references from their last 5 clients.

We are not associated with any bank or financial advice company and we are not authorised representatives of any company. As a result, we will refer a financial planner based on your needs. When the planner is independent of us, this is a recommendation you can truly trust.

Local planners

We have hundreds of financial advisers available to assist you now and this means you won’t have to travel far. If you are in a community/ regional area like Windsor, Hawkesbury or Springvale for example, you will be dealing with someone close to you, who you are more likely to trust.

Provide a guarantee

If the advice and recommendations provided will not leave you in a better financial position if implemented, we will refund the cost your financial advisor charges you to complete the written advice (which is called a Statement Of Advice.) You need to check out the terms and conditions for further details however we will liaise with the financial planner on your behalf should you need any assistance.

You may not need us but know of someone who does need a financial planner

If you have a family member, friend, neighbor, business associate or partner who needs some financial help and wants to create wealth options, why not refer them to us.

If they are not local to you this is not a problem either. We are in all areas like Brisbane, Melbourne, Adelaide, Canberra and Perth and have someone local who can help them today.

You will also get a $20.00 voucher for your trouble and go into the draw for an iPad Mini. We have four to give away every month, so you have a great chance to win.

You can send the form here.

Our parting comments before you fill in the 2 minute form.

The bureau of statistics published some statistics back in 2012 which advised that only 6% of people will either retire financially free or stable. The rest will be either partially or fully reliant on the government. This is a classic case of the saying: you can lead a horse to water but you can’t make them drink. We hope we have inspired you to “get thirsty” and make an appointment now with one of our experienced and successful financial planners.