Team Fintor & Freedom Property Investors
Best practice, great service is what we’re about!
![Team work](https://fintor.com.au/wp-content/uploads/2022/06/Team-work.png)
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.
![](https://fintor.com.au/wp-content/uploads/2022/12/Target-Goals.png)
Leader Board
![](https://fintor.com.au/wp-content/uploads/2022/12/Team-work.png)
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
Search your name to view all your clients.
Fintors Process & Timeline
![](https://fintor.com.au/wp-content/uploads/2022/12/emma-with-phone.png)
Stage One
Introduction Call
The aim is to complete this within 3 hours
![](https://fintor.com.au/wp-content/uploads/2022/11/emma-teaching-with-logo.png)
Stage Two
Onboarding
Requires client to provide information. Fintor reminds client every second day.
![](https://fintor.com.au/wp-content/uploads/2022/11/Emma-Money-Symble1.png)
Stage Three
Letter of Engagement
Aim to complete within 3 business days from client completing onboarding.
![](https://fintor.com.au/wp-content/uploads/2022/11/Emma-magnifine-glass-larger.png)
Stage Four
Statement of Advice
Aim to complete this within 3 business days from client signing Letter of Engagement
![](https://fintor.com.au/wp-content/uploads/2023/01/Emma-on-rocket.png)
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.