Are you having trouble finding the right Financial Planner?
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Where Are You From?
We will match you to the perfect financial advisor to match your financial future.
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.
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 an advisor before and am looking for a second opinion.
If you’ve used a financial planner before, you may be looking for peace of mind. Some are looking to see if our recommend planner will provide a better result. If you have had a good experience (maybe your financial planner retired or moved away from your location) our financial planner will give you service which will be second to none. If you had a bad experience, we will go out of our way to change your opinion about financial planners. 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 effects 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 relieve financial stress. 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 there is a better financial future. Now is the 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. We have jointly over 25 years run multiple businesses which have including ones in the finance industry. We know what to look for and we can help you.
We have found that there have been a plethora of articles both good and bad about the industry. We have found people are not entirely sure what makes a good financial planner, are not sure what to look for and don’t have the time or patience to investigate. We have taken the stress, worry and guess work out of working with a financial planner. You won’t be disappointed.
Get Matched With The Perfect Financial Planner….. It only takes 2 minutes!Get Matched Now
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.
Where Are You From?
What can this site do for you?
Everyone’s situation is different and varied. Some of our clients use this site because they have a tight budget and others may be more interested in quality verses how much they have to invest.
The guess work has been eliminated
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?
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 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.
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. 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.
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 ready.
It would be a good idea to have the right expectancy
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 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.
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.