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If you would like to speak to us, you can call us between 9am and 5pm, Monday to Friday on 1300617433 You can also get in touch with us any time by completing the contact form.

We‘ve helped thousands of people achieve peace of mind and financial freedom…



Did you know?…

Since our inception, we have successfully helped over 5000 Australians just like you get peace of mind and clarity by being allocated to a Financial Planner.

We have been trusted since 2014 and incorporated since 2015. We are Australian owned and operated

We use an Algorithm and allocation tool to successfully allocate you to a planner that fits your situation and needs.

We have successfully scored over 8 out of 10 on our customer service survey on more than 98% of the clients we have allocated.

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If you are a financial planner we can help you

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Our planners have scored 10 out of 10 on more than 87% of all allocated potential clients and as a result of using our service have claimed up to 100% of their potential clients we have allocated to them come on board. We are told this is because of the trust and assurance that comes with dealing with 100% Australian based company.

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