The Simple 5-Step Process That Gets You Connected With Your Perfect Financial Planner

Finding the right financial planner shouldn't be complicated. Here's exactly how we make it simple, transparent, and stress-free.

All planners ASIC-registered. No cost to you.

Step 1: Share Your Basic Information (2 Minutes)

What You Do: Fill out our simple online form with your name, phone, email, and the type of financial guidance you're looking for.

What Happens Next: Your information goes into our secure system, and we begin identifying potential planners who specialize in your area of need.

No Pressure: This is just information gathering – no sales calls, no pushy follow-ups.

Share Your Basic Information
Your Personal Qualification Call

Step 2: Your Personal Qualification Call (5 Minutes)

What You Do: One of our friendly team members calls you at your preferred time for a brief, no-pressure conversation.

What We Discuss:

  • Your specific financial situation and goals
  • What type of advice you're seeking
  • Any previous experiences with financial planners
  • Your preferences for communication style
  • Timeline and urgency of your needs

Sample Questions We Ask:

  • "Who is your current superannuation provider?"
  • "Do you know if you have any insurances active in your policy?"
  • "Have you reviewed your finances with anyone in the last 2 years?"
  • "What are your main financial goals right now?"
  • "Is there anything specific you'd like to focus on?"

What This Achieves: We get a clear picture of your needs so we can match you with the perfect specialist, not just any available planner.

Step 3: We Find Your Perfect Match

What We Do: Using the information from your call, we search our network of 50+ ASIC-licensed financial planners to find your ideal match.

Our Matching Criteria:

  • Specialization: Does this planner excel in your specific area of need?

  • Experience: Have they successfully helped clients in similar situations?

  • Location Preference: Do you want someone local, or are you happy with Australia-wide options?

  • Communication Style: Will their approach work well with your personality and preferences?

  • Availability: Can they see you within a reasonable timeframe?

Quality Assurance:

Every planner in our network has been vetted for:

  • Valid Australian Financial Services License (ASIC)
  • Credible reputation and client testimonials
  • Relevant certifications (many hold CFP qualifications)
  • Professional indemnity insurance
  • Proven track record in their specialization areas
We Find Your Perfect Match
We Coordinate Your Appointment

Step 4: We Coordinate Your Appointment

What We Do:

  • Contact your matched planner with your details and needs
  • Provide them with comprehensive notes from your qualification call
  • Coordinate schedules between you and the planner
  • Book your confirmed appointment
  • Send you confirmation details

What You Get:

  • A confirmed appointment time (within 2 business days)
  • Your planner's contact details and brief background
  • Clear instructions for joining your phone or video consultation
  • Peace of mind knowing your planner is prepared and expecting you

What Your Planner Gets:

  • Your basic information and contact details
  • Detailed notes about your specific needs and goals
  • Context about your situation so they can come prepared
  • Confirmation that you're a serious, pre-qualified prospect

No Time Wasted: Your planner receives a confirmed appointment with someone genuinely ready to engage, and you get a guaranteed meeting with a specialist who understands your needs.

Step 5: Meet Your Financial Planner

The Consultation:

  • Conducted via phone or video call (Zoom, etc.)
  • Typically 30-60 minutes for initial consultation
  • Completely free (standard practice in Australia)
  • No obligation to proceed beyond the initial meeting

What to Expect:

  • Your planner will already understand your basic situation
  • They'll dive deeper into your specific needs and goals
  • You'll get initial insights and recommendations
  • They'll explain their services and how they could help you
  • You'll discuss next steps if you choose to work together

Your Options After the Meeting:

  • Engage the planner for ongoing services (fees negotiated directly with them)

  • Think about it – no pressure to decide immediately

  • Request a different planner if this one wasn't quite right

Meet Your Financial Planner

What If You're Not Happy?

Our Satisfaction Guarantee:

If for any reason you're not satisfied with your matched planner, simply let us know. We'll:

  • Get your feedback about what didn't work
  • Find you a different specialist based on your input
  • Coordinate a new appointment at no cost to you
  • Keep working until you're connected with the right person

Common Reasons People Request a Different Planner:

  • Communication style didn't click
  • Wanted someone with different specialization focus
  • Preferred different approach to financial planning
  • Geographic preference changed

No Questions Asked: Your satisfaction is our priority. We're not successful until you're happy with your connection.

After Your Initial Consultation

If You Choose to Work With Your Planner:

  • All ongoing arrangements are between you and the planner
  • Fees and services are negotiated directly with them
  • We step back and let you build your professional relationship

Our Ongoing Role:

  • We keep your contact information for annual check-ins
  • Around year-end, we may reach out with relevant opportunities
  • You can always contact us if you need a different specialist in the future
  • We're here if you ever have concerns about your planner relationship

Why This Process Works So Well

For You:

  • Save Time: No more researching and calling multiple planners

  • Reduce Stress: We handle the coordination and vetting

  • Better Matches: Planners are prepared and specialized for your needs

  • No Surprises: Clear process with no hidden steps or costs

For Planners:

  • Quality Leads: They only meet with pre-qualified, serious prospects

  • Prepared Meetings: They receive detailed notes about your situation

  • Confirmed Appointments: No no-shows or time-wasters

  • Better Outcomes: Higher conversion rates because matches are better

The Result: More successful connections, better client experiences, and stronger professional relationships.

Ready to Get Started?

The entire process from your initial form to meeting your planner typically takes 2-3 business days. Most clients tell us they wish they'd started sooner.

Remember: The sooner you get proper financial advice, the more strategies and opportunities are available to you.

Start Your 2-Minute Form Now

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Frequently Asked Questions

From your initial form to meeting your planner is typically 2-3 business days. The qualification call is 5 minutes, and we guarantee you'll be connected within 2 business days.

No problem. We can work with your timeline and coordinate appointments for when you're ready.

Absolutely. Just mention this preference during your qualification call.

Many planners are generalists who can help with multiple areas, or we can connect you with specialists for different needs.

Yes. You never pay us anything. Initial consultations with planners are standard practice in Australia at no charge.