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.
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.