Join Australia's Premier Financial Planning Connection Network

Are you tired of chasing unqualified leads and wasting time on prospects who aren't ready to engage?

FinancePlanners.com.au connects you with pre-qualified, confirmed appointments – clients who are genuinely ready for financial planning advice and specifically matched to your expertise.

Your Perfect Financial Planner

The Problem With Traditional Lead Generation

You Know These Frustrations:

  • Calling "leads" who don't answer or aren't actually interested
  • Meeting with prospects who can't afford your services
  • Spending hours on consultations with people who are just "shopping around"
  • Getting enquiries outside your area of specialization
  • Dealing with no-shows and last-minute cancellations
  • Competing solely on price rather than expertise

How Our Partnership Works

We Send You Qualified, Confirmed Appointments

Instead of raw leads, you receive:

  • Pre-screened clients who have been qualified for genuine interest and ability to engage

  • Detailed background notes about their specific needs, goals, and financial situation

  • Confirmed appointments in your calendar – no chasing or follow-up required

  • Perfect matches based on your specializations and their specific needs

The Client Experience That Benefits You:

  • 1
    Client fills out initial enquiry form
  • 2
    We conduct 5-minute qualification call to understand their needs
  • 3
    We match them specifically with you based on expertise alignment
  • 4
    We coordinate and confirm the appointment
  • 5
    You receive confirmed meeting with prepared client notes
  • 6
    Client arrives ready to engage with a specialist who understands their situation

What You Receive

Qualified Appointment Details:

  • Client's name and contact information
  • Specific financial planning needs and goals
  • Current financial situation overview
  • Previous planning experience (if any)
  • Preferred communication style and timeline
  • Confirmed appointment time in your calendar

Sample Client Brief: "Sarah, 47, teacher from Melbourne. Superannuation with AustralianSuper, unsure about insurance coverage. Hasn't reviewed finances in 3 years. Goals: optimize super for retirement, review insurance needs. Prefers straightforward explanations, available weekday evenings. Confirmed appointment: Tuesday 3pm via Zoom."

Financial Planner

Partnership Packages

Growth Package
$2,000/month

  • 12 qualified appointments per month

  • Detailed client briefings for each appointment
  • CRM access to track and manage leads
  • Featured profile on our website
  • Specialization matching based on your expertise
Scale Package
$4,000/month

  • 28 qualified appointments per month

  • Priority matching for high-value prospects
  • Detailed client briefings for each appointment
  • Premium CRM access with advanced features
  • Featured profile with enhanced visibility
  • Specialization matching across multiple areas
Professional Profile & CRM Access
$99/month or $999/year
  • Professional profile on FinancePlanners.com.au
  • CRM access to manage client relationships
  • Lead tracking and follow-up tools
  • Can be added to any appointment package
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Our Vetting Process Ensures Quality Partners

We Only Accept Planners Who Meet Our Standards:

Essential Requirements:

  • Valid Australian Financial Services License (ASIC)
  • Professional indemnity insurance
  • Credible reputation in your specialization areas
  • Ability to provide client testimonials

Preferred Qualifications:

  • CFP (Certified Financial Planner) or equivalent advanced certification
  • Minimum 3 years experience in financial planning
  • Proven track record of successful client outcomes
  • Strong communication skills and client-focused approach

Ongoing Partnership Standards:

  • Maintain professional licensing and insurance
  • Provide quality service that reflects well on our network
  • Respond promptly to matched appointments
  • Maintain ethical standards in all client interactions

Why Financial Planners Choose Us

Finally, leads that are actually ready to engage. I've increased my conversion rate by 60% since joining FinancePlanners.com.au because every appointment is with someone who genuinely wants advice and can afford my services.

Mark Thompson, CFP, Sydney

The client briefings are incredibly detailed. I can prepare specifically for each consultation instead of going in blind. It's transformed how I run my practice.

Lisa Chen, Financial Planner, Melbourne

No more chasing leads or dealing with no-shows. Every appointment in my calendar is confirmed and qualified. It's allowed me to focus on what I do best – helping clients achieve their financial goals.

David Rodriguez, CFP, Brisbane

The Technology That Supports You

Integrated CRM System:

  • Track all client interactions and appointment history
  • Automated follow-up reminders and scheduling
  • Client communication tools and templates
  • Performance analytics and conversion tracking

Seamless Calendar Integration:

  • Appointments automatically added to your calendar
  • Client details and briefing notes attached to each appointment
  • Automated confirmation and reminder systems
  • Easy rescheduling tools for both parties

Quality Monitoring:

  • All consultations conducted via recorded platforms (with consent)
  • Regular client feedback collection
  • Performance insights to help improve conversion rates
  • Ongoing support to optimize your client experience
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Business people success

Your Professional Profile

Stand Out in Our Network:

Your profile will include:

  • Professional headshot and biography
  • Education and certification details
  • Specialization areas and expertise
  • Client testimonials and success stories
  • Languages spoken
  • Preferred consultation methods
  • Geographic service areas

SEO Optimized: When potential clients search for your name or specialization in your area, they'll find your professional profile showcasing your expertise and connection to our quality network.

Getting Started

Application Process:

  • 1
    Complete the partner application form below
  • 2
    Provide required documentation (ASIC license, insurance, testimonials)
  • 3
    Brief phone interview to discuss your specializations and goals
  • 4
    Profile creation and system setup
  • 5
    Start receiving qualified appointments within 7 days

What We Need From You:

  • Current ASIC license number and expiry date
  • Professional indemnity insurance certificate
  • 2-3 client testimonials
  • Brief description of your specialization areas
  • Preferred appointment volume and timing

Partner Application Form

Frequently Asked Questions

Most partners receive their first qualified appointment within 7 days of profile activation.

Absolutely. We match based on your specializations, preferred client demographics, and service preferences.

While rare due to our confirmation process, we'll replace any no-shows at no additional cost.

Yes, you can pause and resume your appointment flow as needed to manage your workload.

We work with both, as long as you hold the appropriate licensing and can take on new clients.

Ready to Transform Your Practice?

Join the growing network of financial planners who have eliminated the frustration of lead generation and now focus entirely on what they do best – providing exceptional financial advice.

Limited Spots Available: We maintain strict quality standards, which means we only accept a limited number of partners in each specialization area.

Questions about partnership?
Email: partners@financeplanners.com.au
Phone: #### ### ###