How our Financial Mentoring & Advice Can help Families!
We help mentor families to save, reduce debt, invest, educate and protect their children!
How our Financial Mentoring & Advice Can help Families!
We help mentor families to save, reduce debt, invest, educate and protect their children!
Fintor loves to help mentor families succeed and to make life better for their children!
Meet Kate & Matt – Our Real Life Case Study!
Kate & Matt- Young Family
Matt & Kate, have two children and have dreams to renovate their home and start traveling like they use too. Importantly Kate would like to make sure her family is protected, whilst Matt has been reading the “Bear Foot Investor” and wants to start making some more money! They both are seeking Financial Advice for the first time.
Assets & Liabilities
Matt & Kate, have a home worth $980,000, joint and individual savings of $42,153, combined super of $103,500 and Matt has shares worth $12,500. Their combined home loans are $497,000, they have a car loan of $17,000 and combined credit card and personal debt of $12,000.
Financial Information Families Need to Know!
Fintor can help you take control and learn how to easily manage and implement these aspects of your finance.
Minors Tax
Children pay 45% tax if you die, learn how to stop this!
Intestate Laws
Stop intestate laws reducing the money your children receive if you die
Guardianship
Learn how to protect who looks after your children will determine the people they become
Education Costs
Learn how to save and protect your child’s education
Medical Costs
Learn the cost and how to protect against the implications of a serious medical Event
Structure Your Debt Properly
Learn how to structure your debt and repay your debt efficiently
Debt Recycling
Learn how to pay off your mortgage and invest at the same time
Saving to build or Renovate
Advice to help you as your family grows.
Technology designed to help at every step of your journey
Ongoing financial coaching & help in a web app!
Financial Advice has never been this easy!
Compare your Life, TPD, Trauma & Income Protection
No contact information needed!
Interact – technology designed for continued sucess!
Investment Opportunities & Wealth Report
Goals & Objectives Tracker
Automatic Budget Planner
One Complete View Of Your Finance
Budget Monitoring Alerts
Details Transaction Listing & Budget Report
Mobile Financial Advice !
has never been this easy!
Our Interact Subscription program provides you with:
Investment Opportunities & Wealth Report
Goals & Objectives Tracker
Automatic Budget Planner
One Complete View Of Your Finance
Budget Monitoring Alerts
Details Transaction Listing & Budget Report
Our Interact Subscription program provides you with:
Investment Opportunities & Wealth Report
Goals & Objectives Tracker
Automatic Budget Planner
