No one needs a hundred-page plan dropped on them at once. Fintor builds you a strategic roadmap — the right decisions, prioritised and sequenced in the right order — delivered by a coordinated team and coordinated through one relationship.
Good advice isn't a product — it's knowing which levers to pull, and when. Fintor advises across four building blocks that stack on each other, so every decision reinforces the next and nothing important gets missed.
General information only. Personal advice is provided by Fintor's qualified specialists after considering your objectives, financial situation and needs. Not every strategy is right for every person.
Most advice overwhelms: a thick document, dozens of actions, no sense of what matters first. Fintor works differently. We map your whole picture, then build a strategic roadmap that prioritises the decisions that move the needle now and sequences the rest — so you take one confident step at a time, and each one builds on the last.
Your roadmap is a living document. As rates move, laws change and life happens, your Client Success Manager keeps it current and re-prioritises — so the plan always fits the life you're actually living.
A calm, transparent path. You'll always know what happens next, and what it costs, before you commit to anything.
A free 20–30 minute meeting to understand what's on your mind and see if we're the right fit. No cost, no obligation.
You join Fintor's free membership and wealth portal, so we can see your whole picture in one place.
Together we confirm your goals, your priorities and the details — so the plan is built on the real picture.
We present the strategies and your roadmap, with full transparency on scope and fees — before you agree to anything.
We document formal, personal recommendations tailored to you — your Statement of Advice.
A dedicated case manager coordinates the specialists and puts your plan into action — stage by stage, as you're ready.
Fintor is paid by you, not by product providers. Our advice is fee-for-service and never earns commissions, so our only incentive is your outcome. You'll always see the full cost — and agree to it — before any work begins.
Transparent by design. Fees depend on the complexity of your situation and are quoted before you commit, and set out in our Financial Services Guide. Advice is provided on a fee-for-service basis. Where mortgage broking or personal insurance form part of your plan, those services are provided under their own licences and disclosures (see the footer). This page is general information only and not personal advice.
No pressure to act. The Fintor Education hub has free, plain-English lessons and live calculators, with no email wall — learn the fundamentals at your own pace, then talk to us when you're ready.
No cost, no obligation — just a conversation to understand your picture and point you to the right specialists.
Whether you want a hand knowing where to start or you're ready to get moving, book a time and the right person will be there — no obligation, no jargon.
By submitting, you agree Fintor may contact you about your enquiry. General information only — not personal advice. We'll never share your details.