Team Fintor & Freedom Property Investors
Best practice, great service is what we’re about!
Reports & Referral Analysis
Book Initial Introduction Meeting
Only use this link after submitting the lead.
If you don’t submit the lead – you will not be able to track the progress of your client.
Leader Board
Referral Analysis Report
Notice Board
We are presently experiencing significant delays in seeking information from clients. Your help to encourage a speedy process would be greatly appreciated.
Lead Progress & Client Search
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Fintors Process & Timeline
Stage One
Introduction Call
The aim is to complete this within 3 hours
Stage Two
Onboarding
Requires client to provide information. Fintor reminds client every second day.
Stage Three
Letter of Engagement
Aim to complete within 3 business days from client completing onboarding.
Stage Four
Statement of Advice
Aim to complete this within 3 business days from client signing Letter of Engagement
Stage Five
Implementation
The aim is to complete the SMSF establishment within 5-10 days from the client signing and approving the Statement of Advice
After the SMSF is established, superannuation providers can take between 5 business days and 20 Days to transfer monies into the SMSF. Typically, Fintor will switch a client’s super investments to cash in an attempt to expedite this process.
