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.
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:
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.