Connected With A Licensed Financial Planner Who Fits Your Goals Within Minutes, Not Hours

Stop wasting time researching financial planners who might not be right for you. We connect you with qualified, licensed specialists who understand your specific needs – guaranteed.

  • Free 5-minute qualification call
  • ASIC‑registered professionals
  • Booked in 24-48 hours
  • 100% free for you

All planners ASIC-registered. No cost to you.

The Problem You're Facing

Trying to find the right financial planner feels overwhelming. You're not sure who to trust, what questions to ask, or whether they'll actually understand your situation.

Maybe you've tried calling a few planners only to discover they don't specialize in what you need. Or perhaps you're worried about hidden costs, pushy sales tactics, or getting locked into something that's not right for you.

You're not alone. Most Australians put off getting financial advice simply because the process of finding the right advisor feels too complicated.

Financial Planner

How We Make It Simple

Step 1: Tell Us About Your Needs (2 minutes)
Fill out our simple form with your basic information and what kind of financial guidance you're looking for.
Step 2: Quick Qualification Call (5 minutes)
One of our team calls you to understand your specific situation, goals, and preferences. No sales pitch – just questions to find your perfect match.
Step 3: We Find Your Specialist
We match you with a licensed financial planner who specializes in your exact needs and has experience with clients in similar situations.
Step 4: Confirmed Appointment
We coordinate everything and book your initial consultation. Your planner receives detailed notes about your situation so they come prepared.
Step 5: Meet Your Planner
Have your consultation via phone or video call. If for any reason you're not happy, we'll connect you with a different specialist.

Who We Help

Families Looking to Future-Proof Their Finances

Medium to high-income families with mortgages who want to get ahead and secure their family's future.

40-50 Year Olds Ready to Invest & Save

Professionals who've been trying to manage things themselves but want expert guidance to maximize their wealth-building potential.

Pre-Retirees Optimizing Their Super

People 50+ who want to ensure their retirement and superannuation strategies are on track for their ideal lifestyle.

Anyone Wanting a Fresh Financial Review

If you haven't reviewed your finances in years, or you want a second opinion on your current arrangements.

Business Owners Seeking Strategic Advice

Entrepreneurs who need help separating personal and business finances, succession planning, or employee super schemes.

Success Story

"I wish I'd found FinancePlanners.com.au years ago. As a 45-year-old teacher, I thought my super was fine, but the specialist they connected me with discovered I was paying $2,000 annually in unnecessary fees. Within one meeting, I had a clear plan that will increase my retirement savings by $150,000. The whole process was so much smoother than trying to find someone myself."

Emma, Melbourne

Frequently Asked Questions

We match by goals, location, and adviser specialty, and we verify the adviser on official registers.

Only what's needed to arrange your consultation: name, contact details, goals summary, and suburb/postcode.

We aim to confirm your appointment within 2 business days.

Reply to our email or call and we'll arrange a rematch.

Your adviser will outline fees up‑front. Common models are fixed project fees, hourly rates, or percentage‑based ongoing advice.

Yes. Tell us in the form and we'll match you with advisers who work with businesses/wholesale clients.

Why Choose FinancePlanners.com.au?

No More Cold Calling

We do the research and vetting for you. Every planner in our network holds a valid ASIC license and has proven expertise.

Perfect Matches Only

Unlike directory services that just list names, we actually understand your needs and match you with specialists in your exact situation.

Zero Hidden Costs

You pay nothing. Initial consultations are free (standard practice in Australia), and any ongoing fees are between you and your chosen planner.

Quality Guaranteed

If you're not happy with your matched planner, we'll connect you with someone else. We're not satisfied until you are.

Save Hours of Research

Our clients typically save 2-3 hours of research time and avoid the frustration of calling multiple planners who aren't the right fit.

Your Concerns Addressed

"Are there hidden costs?"

Absolutely not. Our service is completely free for you. Initial consultations with planners are standard practice in Australia at no charge.

"Will they just try to sell me products?"

All our planners are ASIC-licensed professionals bound by strict regulations to act in your best interest. We only work with planners who have credible reputations and client testimonials.

"What if I don't understand the financial jargon?"

We specifically match you with planners who are great at explaining things in plain English. Part of our vetting process includes ensuring they can communicate clearly with clients.

"What if I'm not happy with the planner?"

Simple – we'll connect you with a different specialist based on your feedback. No questions asked.

Ready to Take Control of Your Financial Future?

The sooner you get proper financial advice, the more opportunities are available to you. Whether you haven't reviewed your finances in years or you're looking for a fresh perspective, the right specialist is waiting to help.

Get started with our free 2-minute form:

By submitting, you agree we may contact you about your enquiry and share your details with a matched adviser. See our Privacy Policy.

Our Promise

We guarantee you'll speak with a qualified, licensed planner within 2 business days of your enquiry. If something goes wrong, we'll personally call you to understand what happened and make it right.

Over 50 ASIC-licensed financial planners across Australia trust us to connect them with quality clients. Now it's your turn to experience the difference.