Financial Planners and Advisors
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.
So Who Are The Best Financial Advisors?
We have consistently found over the years that the best Financial Advisors have certain skills and characteristics that truly define their knowledge, ethics, and business practices.
They are the Financial Advisors who have the specialized expertise you need to achieve your specific financial goals.
They are the Financial Advisors we believe you can trust to put your financial interests first and not just theirs.
We suggest you look for these characteristics when you meet with the Financial Advisor.
Then you can select the best Financial Advisor who comes closest to matching all of these criteria.
The 10 Characteristics Of The Best Financial Advisors
The Following are the Top 10 characteristics that we recommend you should look for when you meet with our Financial Advisors. The Financial Advisors should:
- Be a member of a reputable dealer group with high standards and quality business systems
- Be compensated with fees and not just commissions (asset-based, fixed, hourly).
- Be a member of the Financial Planning Association Of Australia or similar quality industry body
- Have spotlessly clean compliance records (as per ASIC).
- Have many years of proven and relevant Financial Advisory experience (planning, investing).
- Have appropriate degrees and recent current industry certifications.
- Provide financial advice as well as ongoing wealth management services.
- Recommend only approved and high quality services and products that are fully secure and backed.
- Be easy to research on the Internet (website, databases, name search, Linked In, Facebook, ASIC)
- Practice nothing less than full transparency for their credentials, ethics, business practices, and services before, during and after you meet them.
Are you having trouble finding the right Financial Planner?
We find one right for YOU!
FAST and FREE
Let Us Find a Financial Planner for You
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.
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!
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.
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?
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.
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.
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 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.