Financial Advice Revolutionised
User-friendly, adaptable, and exceptionally cost-effective.
Four Concepts That Deliver Unique Benefits
The methodology helps you understand why each aspect of your finances is essential and how everything is interlinked when developing a robust financial plan to create peace of mind and financial prosperity.
Fintor's building block methodology for expert advice
Why use Fintor's Building Blocks?
One Process For Multiple Professions
Introduction Meeting
- Enjoy a free 20-30-minute meeting to determine our compatibility and to outline key aspects of our process, licensing, legal terms, fees, and what to expect regarding timing, location and service.
Collecting Information
- Register for Fintor’s free membership and access our wealth portal. Our system takes it from there. The more details you provide, the more efficient, accurate, and beneficial our advice will be.
Onboarding Meeting
- This meeting aims to grasp your goals, objectives, and aspirations, and it’s a vital chance to correct any inaccuracies in your provided information or discuss potential future changes. Additionally, our advice team will introduce strategy concepts tailored to your specific goals and objectives.
Engagement Meeting
- Our strategy and engagement meeting will showcase practical strategies aligned with your goals, highlighting their benefits and implications. Crucially, our team will clearly outline the advantages of our advice and compare it to our fee, ensuring transparency before any agreement.
Formal Advice Meeting
- Our team will provide a formal advice document detailing recommendations, benefits, and implications of each strategy. It will importantly include comparisons between existing products and their fees for your clarity.
Solution Implementation
- You’ll be introduced to the Fintor Client Services Team and assigned a dedicated case manager. Our team then efficiently and accurately implements recommendations with minimal effort required on your part.
Still Need Convincing?
Fintor offers a free 20 – 30 minute introduction meeting!
You can ask questions, see if we’re the right fit and have confidence in your choice.
Fintor's Financial Strategies
Here is just a few area’s that our financial advisers can help you with, but remember, if you are feeling overwhelmed and confused, you’ll love Fintor.
Self Managed Super (SMSF)
Portfolio Management
Property Investment
Debt Recycling
Tax Optimisation
Loan Optimisation
SMSF Lending
Investment Selection
Borrowing To Invest
Insurance Products
Ownership Strategies
Super Contributions
Banking Structure
Legacy Protection
Financial Reserves
Savings Strategies
Education Planning
Centrelink
Aged Care
Retirement Planning
There are more Strategies
However, it’s ideal to have an expert tailor strategies to your unique circumstances.
To discover which strategies suit you best, start by completing our wealth portal registration!
Compare Your Insurance
Our insurance tool allows you to compare your current premiums with other quality insurance providers, even better:
- We don’t ask for a mobile
- We don’t ask for an email, &
- You can download the quotes!
All we ask is that you call Fintor because, in 98% of circumstances, we can beat the premiums displayed!