Team Fintor & Freedom Property Investors
Best practice, great service is what we’re about!
Reports & Referral Analysis
Referral Analysis Report
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
The aim is to complete this within 3 hours
Requires client to provide information. Fintor reminds client every second day.
Letter of Engagement
Aim to complete within 3 business days from client completing onboarding.
Statement of Advice
Aim to complete this within 3 business days from client signing Letter of Engagement
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.