Professional Financial Guidance & SupportReimagined
Fintor offers a dynamic fusion of cutting-edge technology and expert guidance, tailored to enhance your unique financial journey.
User-friendly, adaptable, and exceptionally cost-effective.
Membership Support
Learn from a team of qualified financial professionals from anywhere in the world 24/7.
Personal Mentor Support
A tailored learning and advice experience delivered from where you are most comfortable.
Transparent Inclusions & Support
All memberships include free access to Fintor’s wealth portal and Education platform, where you can access free and premium financial education & tools!
Free Membership Kick Start
Our “Kick Start” membership is tailored for individuals seeking access to financial technology, support, and a dedicated team familiar with their financial situation, ready to provide professional assistance as needed.
Kick Start
Free Access
Wealth Portal
Live chat with Support team
Education Platform
Cashflow & Wealth Reporting
Property Evaluation
Motoror vehicle Evaluation
10% discount on advice fees
Interact
$99.95 per month
Everything available in Kick Start, plus:
Live Wealth Portal Data
Live chat with Advice team
Professional Administration Support
Advice Team Access
Review Fee: 50% Discount
Strategic advice fees: 25% Discount
Interact Membership
Our “Interact” membership is designed for those who desire cutting-edge technology for real-time updates on their financial status and goal progression. This membership includes the added benefit of on-demand access to a dedicated adviser, complemented by extensive ongoing support from a professional team.
Transparent Inclusions & Support
All of Fintor’s continuous coaching programs incorporate our Interact Subscription. The Professional Advice service, however, is tailored for specific, singular events requiring advice and, as such, does not encompass the Interact Subscription.
The Mentor Program
Ready to master your financial future?
Our Mentor program offers comprehensive support, from expert onboarding to quarterly reviews, plus enriching financial education from Fintor. Start your journey to financial success today with the Mentor program and take a step towards financial independence and stability.
The Mentor Program
$299.00 Per month
Six Month Commitment
Statement of Advice (SoA) documents
Implementation of Product & Strategies
Huge range of financial strategies included
No additional upfront advice fees for included strategies
Quarterly 45-minute catch-ups
Monthly – 15-minute on-track calls
Interact Subscription Included
The Financial Academy
Recommended – $599.00 Per month
Six Month Commitment
Statement of Advice (SoA) documents
Implementation of Product & strategies
Specialist financial strategies included
Multiple legal entities (2 maximum)
Additional legal entities $225.00 per month
Monthly 45-minute catch-ups
Fortnightly – 15-minute calls
Interact Subscription Included
The Financial Academy
Eager to accelerate your financial growth?
The Financial Academy, powered by Fintor, offers a comprehensive program to enhance your financial knowledge and skills, complete with expert guidance from onboarding to monthly reviews. Gain insights into complex strategies and make informed decisions for a brighter financial future. Start your journey with the Financial Academy today and begin building your path to financial success.
Professional Advice
Seeking professional assistance for efficient and beneficial financial guidance?
Fintor’s professional advice service is your solution for tailored advice matching your unique financial situation.
Our financial experts offer quick, effective counsel without long-term commitments. From investments to retirement savings or general financial management, we’re here to help. Take charge of your finances with our personalized service.
Experience the difference today!
Professional Advice
On Demand – Starting @ $1,300
Pay as you need advice fees
No ongoing fee commitment
Membership Support available
Specialist financial strategies available
Advise over Multiple entities
Implementation of Product & Strategies included
Membership Support Inclussions
| Free | Interact | The Mentor Program | The Financial Academy | |
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| Education Platform Offering | ||||
| Free Courses |
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| Financial Fundamentals |
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| Master Courses |
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| Specialist Courses |
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| Education Discount On Associated Strategic Advice | ||||
| Discount | 25.00% | 50.00% | Included | Included |
| *The discount above is the total discount applied to strategic advice fess. This discount is NOT added to the Interact discount offered on strategic advice fees. | ||||
| Live Chat Support | ||||
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| Adviser Support |
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| Mortgage Broker Support |
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| Technology | ||||
| Live Data Tracking | Yearly | Daily | Daily | Daily |
| Wealth Portal |
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| Net Wealth Tracking & Reporting |
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| Cashflow Tracking & reporting |
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| Goals & Objectives Tracker |
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| Property Value Tracker |
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| Motor Vehicle Tracker |
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| Professional Services Inclusions | ||||
| Client Services Support | 20 Minutes | 5 Hours | Included | Included |
| Adviser Support | 10 Minutes | 40 Minutes | Included | Included |
| Mortgage Broker | 10 Minutes | 40 Minutes | Included | Included |
| *The above-stated time limits are reset annually at the start of each financial year. Should these limits be exceeded, additional fees will apply. A representative from Fintor will notify you in advance of any extra charges. Furthermore, fees for Reviews and Strategic Advice will be separately detailed in a Letter of Engagement, provided formal advice is deemed necessary. | ||||
| Personal Advice Discounts | ||||
| Review Fee | 0.00% | 50.00% | Included | Included |
| Strategic Advice Fee | 10.00% | 25.00% | Included | Included |
| Ongoing Personal Financial Coaching | ||||
| 15 Minute Chat | Monthly | Fortnightly | ||
| Quarterly Review |
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| Monthly Review |
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Professional Advice & Strategy Options & Inclusions
| The Mentor Program | The Financial Academy | Professional Advice | |
| Program Availability - eligable persons/ entities | |||
| Single or couple |
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| Trusts / Self-Managed Super's / Pty Ltd |
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| Cashflow Management Strategies | |||
| Banking & budget Optimisation |
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| Personal Lending strategy, Refinance & Repayment Optimisation |
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| Investment Lending strategy, Refinance & Repayment Optimisation |
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| Centrelink & Family Assistance Benefits |
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| Wealth Protection Strategies | |||
| Cash Reserve & Liquidity Strategy |
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| Basic Planning & Protection Advice |
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| Insurance Product Advice |
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| Basic Insurance Needs Analysis |
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| Comprehensive Insurance Needs Analysis |
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| Comprehensive Planning & Protection Advice |
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| Wealth Creation Strategies | |||
| Basic Tax Optimisation Strategies |
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| Investment Risk appetite & profiling advice |
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| Super Risk appetite & profiling advice |
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| Investment product advice |
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| Investment contribution strategy |
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| Superannuation product advice |
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| Superannuation contribution strategy |
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| Superannuation estate planning |
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| Outsourced Portfolio Solutions |
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| Tailored Portfolio Solutions |
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| Integrated Portfolio Solutions |
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| Retirement Planning Strategies | |||
| Retirement planning Advice |
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| Transition to retirement advice |
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| Centrelink Advice |
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| Aged Care Advice |
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| Specialist Financial Advice - As Required | |||
| Comprehensive Tax Optimisation Strategies |
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| Ownership Optimisation Advice |
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| Property Portfolio Strategies |
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| Borrowing to invest (gearing) |
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| Debt Recycling |
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| Self-Managed Superannuation (SMSF) |
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| SMSF Borrowing |
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| Buying Property in Super |
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| Business Growth Strategies |
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| Business Retirement Advice |
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Transparent Pricing
Fintor’s financial advice team is driven by a passion for our clients’ success.
Before your initial onboarding, our highly skilled team conducts extensive market research and product analysis, ensuring we offer personalized and efficient advice. Much of our effort, about 80%, happens behind the scenes, where we diligently work to provide top-notch recommendations and support.
To maintain competitive fees while dedicating ample resources to each client, we implement a fair charging structure.
Free & Premium Financial Courses
Interact
Investment Portfolio's
Research & Opportunities
Frequently Asked Questions
Which courses are free?
Currently, Fintor provides three free comprehensive financial education courses including; Insurance Optimisation, Super Optimisation and Budget Optimisation. Fintor plans to expand it free education offering in time.
Why does Fintor provide free courses?
Fintor makes money from advising Australian’s from all walks of life. To engage, excite and inform Australians of the life changing benefits Financial Advice can deliver, Fintor is happy to give insight and guidance into the process financial advice takes to uncover your potential. Once you’ve completed your first course Fintor is confident you will continue with our engaging education to better your financial future!
Why does Fintor provide over a 40% discount on advice fees for people who complete a financial course?
Each course informs, educates and asks the attendee to research and analyse their own situation. This process allows Fintor to significantly reduce the time it spends gathering information, explaining strategies, features and concepts. With an informed and engaged customer our advice process becomes efficient which reduces time spent & the overall cost to you. It’s a process designed to help you save… Basically what a financial team should be doing!
Why is your education content so cheap compared to Fintor’s advice fee?
Fintor financial education platform is designed to compliment Fintor’s advice process through members gaining the knowledge they seek and a heightened understanding of the advice topics & strategies their adviser may discuss. At no point does any lesson provide advice.
How does Fintor use my information?
Fintor is able to see the basic information entered into the form at sign up. Any information provided to Fintor is held with the strictest of confidence and subject to our Australian Financial Services License (AFSL) Privacy Policy.
