Fintor One relationship.
A whole team.
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Advice Advisers Lending Brokers Insurance Consultants SMSF Specialists Portfolio Managers Educate Learning YOU + Your point of contact
ONE RELATIONSHIP.

A whole teamfor everythingyou’re building.

Advice, lending, insurance, investments, SMSF and education — six specialist teams, coordinated through one point of contact.

Sound familiar?

The questions we help
answer every day.

Whatever yours is — find your pathway in a few minutes →

EVERY INCOME.EVERY AGE.EVERY LIFE STAGE.

Advice used to be built for the few. Fintor is built for everyone — wherever you’re starting from, we’ve got you covered.

What we do

Specialists for every part
of your financial life.

Each service is a centre of deep expertise — together they form the coordinated team behind your plan.

The Fintor difference

One relationship.
A coordinated team.

Your point of contact

Coordinates your whole plan — and brings in the right specialist at the right moment.

  • Knows your goals and situation
  • Speaks plain English, not product
  • Reviews the plan as life changes
  • Backed by six specialist teams
1

One point of contact

You deal with one person who knows your whole picture — not six separate providers.

2

Specialists on tap

Advisers, brokers, insurance consultants, portfolio managers and SMSF specialists — engaged when your plan needs them.

3

Advice that compounds

Every decision is made with the others in view — lending, tax, super and protection working together.

The Fintor blueprint

Advice today, built to lead
somewhere bigger.

Every plan we build is a working blueprint. The advice you act on now — cashflow, protection, wealth creation, retirement — is sequenced so each win unlocks the next: a first home becomes an investment property, savings become portfolios and gearing strategies, super can become an SMSF, a career can become company ownership. And as your life gets bigger, your membership — and your Fintor team — scales with it.

WEALTH → PROJECT: YOUR FINANCIAL LIFE DRAWN BY: FINTOR — YOUR WHOLE TEAM SCALE: A LIFETIME  ·  REV: ONGOING STATUS: DRAWN FOR YOU CASHFLOW 01 · Foundation PROTECTION02 · Security WEALTH CREATION03 · Acceleration RETIREMENT04 · Freedom First home Family protected Gearing strategies Property investment Your SMSF Company ownership RETIREMENT— YOUR WAY YOUR MEMBERSHIP — AND YOUR FINTOR TEAM — GROWS WITH YOU WHO SAYS?Learn first — Fintor Education & Who Says® WHAT’S NEXT?Fintor — advice · lending · insurance WHAT’S POSSIBLE?Fintor — deeper strategies · investments · SMSF FINTOR PRIVATEBy invitation
01 · Cashflow management
  • Budgeting & cashflow structure
  • Debt structure & repayments
  • Emergency buffers & savings automation

Unlocks: your first home — and the capacity to invest.

Your Fintor specialists

Financial AdviserClient SuccessMortgage Broker

Usually starts in Who Says? or What’s Next?

02 · Wealth protection
  • Life, TPD, trauma & income protection
  • Estate planning & wills
  • Protecting the plan itself

Unlocks: the confidence to take the next step safely.

Your Fintor specialists

Insurance ConsultantFinancial AdviserClient Success

Core to What’s Next? — with Fintor’s insurance team

03 · Wealth creation
  • Property investment & gearing strategies
  • Portfolios & tax-aware structuring
  • SMSF & company ownership, where right

Unlocks: assets that work while you do.

Your Fintor specialists

Portfolio ManagerMortgage BrokerSenior AdviserClient Success

Deepens in What’s Possible? — senior advisers & portfolio team

04 · Retirement
  • Superannuation & SMSF optimisation
  • Transition-to-retirement strategies
  • Retirement income, done your way

Arrives at: the life the whole blueprint was drawn for.

Your Fintor specialists

SMSF SpecialistSenior AdviserPortfolio ManagerClient Success

What’s Possible? & Fintor Private

Tip: turn your phone sideways to see the full blueprint drawing.
01

Cashflow management

Budgeting, debt structure, buffers — the foundation.

Adviser & Client Success+ Mortgage BrokerFirst home
Who Says? · What’s Next?
02

Wealth protection

Insurance and estate planning — protecting the plan.

+ Insurance ConsultantFamily protected
What’s Next?
03

Wealth creation

Property, portfolios, gearing and structures.

+ Portfolio ManagerGearing strategiesProperty investment
What’s Possible?
04

Retirement

SMSF, super optimisation and retirement income.

+ SMSF SpecialistYour SMSFCompany ownershipRetirement — your way
What’s Possible? · Fintor Private
Your membership — and your Fintor team — grows with you: Who Says? → What’s Next? → What’s Possible? → Fintor Private

The pathways shown are illustrative only and not a recommendation — every blueprint is drawn personally, within a Fintor membership. General information only.

Our brands

Advice that grows with you.

Purpose-built brands for every stage — as wealth and complexity grow, you move up without ever leaving the group.

whosays®
Everyday Australians · powered by Fintor

Accessible, plain-English guidance for the people traditional advice priced out.

Visit whosays.au →

fintor

Established families & business owners

Comprehensive advice with a coordinated team for lives with real financial complexity.

You’re here

Fintor Private

Significant wealth & structural complexity

Family-office-style management for founders and sophisticated investors.

Why Fintor

Built to look after
everything — properly.

0Specialist services
0Relationship to manage
0Licensed & regulated
IFA Excellence Award
Free tools · no sign-up

Put your numbers
to work — free.

Real calculators built by our specialists. Try one now — no email required.

Free financial education

Not ready to talk?
Start learning — free.

Fintor Education gives you plain-English lessons and live calculators with no email wall. Learn one idea at a time, run your own numbers, and talk to us if and when you’re ready.

Start learning free →
How it works

Getting started is
one conversation.

1Step 1 · Start

Book a meeting

Pick a time that suits you. No preparation needed.

2Step 2 · Understand

We map your picture

Your point of contact identifies which specialists you need.

3Step 3 · Deliver

Your team goes to work

Coordinated delivery through one relationship, with clear direction.

Get started

One conversation.
No pressure.

Book a meeting

A free, no-obligation chat about what’s on your mind. Tell us a little about your situation and we’ll point you to the right specialist.

Pick a time →

Or call 1300 346 867
yourfinancialmentor@fintor.com.au
Level 1, 33 Cremorne Street, Cremorne VIC 3121

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