We Connect Australians With The Right Financial Planning Specialists

At FinancePlanners.com.au, we believe getting quality financial advice shouldn't be complicated, intimidating, or time-consuming. We're the bridge between Australians who need financial guidance and the licensed professionals who can provide it.

All planners ASIC-registered. No cost to you.

Our Mission

To make financial planning accessible through simplicity, transparency, and choice.

We exist to solve a simple problem: finding the right financial planner is harder than it should be. Most people either put off getting advice entirely or settle for the first planner they find, regardless of whether they're the right fit.

We change that by doing the research, vetting, and matching for you – so you can focus on improving your financial future, not searching for someone to help you do it.

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What Makes Us Different

We're Not Financial Planners – We're Connection Specialists

Unlike traditional financial planning firms, we don't provide financial advice ourselves. Instead, we've built our expertise around something just as important: understanding what makes a great client-planner relationship and facilitating those connections.

Our Background: Our team brings years of experience in customer experience optimization and process systemization. We've seen firsthand how the right systems and human touch can transform complicated processes into simple, positive experiences.

We Focus On Two Things:

  • 1

    Understanding your specific needs through our qualification process

  • 2

    Connecting you with specialists who have proven success with clients like you

Our Process Philosophy

Quality Over Quantity

We could easily send your details to multiple planners and let you sort it out. Instead, we take the time to understand your situation and match you with one carefully selected specialist who's right for your specific needs.

Human Touch + Smart Systems

Technology helps us manage the process efficiently, but every connection starts with a real conversation. Our qualification calls ensure we understand the nuances of your situation that a form could never capture.

No Pressure, No Rush

We're not trying to push you into anything. Our job is to make the right connection – what happens after that is entirely between you and your chosen planner.

Our Network of Financial Planners

Rigorous Vetting Standards

Every financial planner in our network meets strict criteria:

  • ASIC Licensed: All planners hold valid Australian Financial Services Licenses

  • Proven Track Record: We verify their reputation and client testimonials

  • Professional Standards: Many hold advanced certifications like CFP (Certified Financial Planner)

  • Insurance Coverage: All maintain professional indemnity insurance

  • Specialization Verified: We confirm their areas of expertise through client feedback and results

Diverse Specializations

Our network includes specialists in:

  • Investment and wealth building strategies
  • Retirement and superannuation optimization
  • Personal insurance reviews
  • Debt reduction and cashflow planning
  • Business financial planning and succession
  • Estate planning and tax efficiency
  • Ongoing financial monitoring and goal tracking

Australia-Wide Coverage

With over 50 licensed planners across Australia, we can connect you with specialists regardless of your location. All consultations are conducted via phone or video call, giving you access to the best expertise without geographic limitations.

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Quality Assurance

Our Commitment to You

Complete Transparency

  • No Hidden Costs: Our service is completely free for you

  • No Ongoing Obligations: You're never locked into anything with us

  • Clear Process: You always know what's happening next

  • Honest Matching: We only recommend planners we genuinely believe are right for you

Quality Assurance

  • Guaranteed Response Time: You'll be connected within 2 business days

  • Satisfaction Promise: If you're not happy with your match, we'll find you someone else

  • Ongoing Support: We're here if you need help or have concerns about your planner relationship

Your Privacy Protected

Your personal and financial information is handled with strict confidentiality. We only share necessary details with your matched planner, and we never sell or distribute your information to third parties.

Why We Started FinancePlanners.com.au

The Problem We Saw

Too many Australians were either:

  • Putting off getting financial advice because finding a planner felt overwhelming
  • Settling for the first planner they found, regardless of fit
  • Wasting time calling multiple planners who weren't right for their situation
  • Feeling intimidated by the process and worried about hidden costs or pushy sales tactics

The Solution We Built

A service that removes all the friction from finding quality financial advice:

  • For clients: Simple process, perfect matches, no cost, no pressure

  • For planners: Pre-qualified leads, detailed client information, confirmed appointments

The Results We're Seeing

Our clients consistently tell us they wish they'd found us sooner. The process is smoother, the matches are better, and the outcomes are more successful than trying to find a planner on their own.

Financial Planner

What Our Clients Say

I'd been putting off reviewing my super for years because I didn't know where to start. FinancePlanners.com.au made it so easy – one quick call and I was connected with exactly the right person. The whole experience was professional but not intimidating.

Michael, Brisbane

As a business owner, I needed someone who understood both personal and business finances. They found me a specialist who got it immediately. Saved me hours of research and phone calls.

Sarah, Perth

I was worried about pushy sales tactics, but the planner they connected me with was genuinely focused on helping me understand my options. No pressure at all.

David, Adelaide

Our Team

We're a small, dedicated team focused on doing one thing exceptionally well: connecting Australians with the right financial planning specialists.

Our backgrounds span customer experience, process optimization, and relationship management. What we all share is a commitment to making financial planning accessible and stress-free for everyone.

We're here to help. If you have questions about our process, concerns about financial planning in general, or need clarification about anything, don't hesitate to reach out.

Ready to Experience the Difference?

We've helped hundreds of Australians connect with financial planners who truly understand their needs. Whether you're just starting to think about financial planning or you're ready to make a change from your current advisor, we're here to help.

The process starts with a simple 2-minute form. No commitment, no cost, no pressure.

Get Connected With Your Perfect Financial Planner

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