Your Financial Mentors!
We’ve made Financial Planning easier than ever before!
Start Learning from $29.95!
Your Financial Mentors!
We’ve made Financial Planning easier than ever before!
Start Learning from $29.95!
Affordable financial education, coaching & advice for all Australians is our point of difference!
Affordable financial education, coaching & advice for all Australians is our point of difference!
How can we help you?
How can we help you?
Professional tailored
Financial Advice
for every Australian!
Professional tailored
Financial Advice
for every Australian!
Professional tailored
Financial Advice
for every Australian!
We’ve built financial education & coaching sessions to help you target your goals and achieve!
Education and coaching on budgeting, loan structures, superannuation, SMSFs, estate planning, gearing and debt recycling.
Starting from $29.95
We’ve built financial education & coaching sessions to help you target your goals and achieve!
Education and coaching on budgeting, loan structures, superannuation, SMSFs, estate planning, gearing and debt recycling.
Starting from $29.95
Real life case studies to help you relate & learn the power of advice!
Claire
First Home Buyer accelerating her wealth
Toby
Investing, protecting and minimising tax to achieve his aspirations!
Kate & Matt
A family creating wealth & protecting their children!
Bob & Jill
Kids have left, they’re relaxed and ready to start new and exciting adventures!
Understanding how the power of financial guidance, coaching and advice can help you has never been easier and more affordable!
Real life case studies to help you relate & learn the power of advice!
Claire
First Home Buyer accelerating her wealth
Toby
Investing, protecting and minimising tax to achieve his aspirations
Bob & Jill
Kids have left, they’re relaxed and ready to start new and exciting adventures!
Kate & Matt
A family creating wealth & protecting their children!
Understanding how the power of financial guidance, coaching and advice can help you has never been easier and more affordable!
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!
Real life case studies to help you relate & learn the power of advice!
Claire
First Home Buyer accelerating her wealth
Toby
Investing, protecting and minimising tax to achieve his aspirations!
Kate & Matt
A family creating wealth & protecting their children!
Bob & Jill
Kids have left, they’re relaxed and ready to start new and exciting adventures!
Understanding how the power of financial guidance, coaching and advice can help you has never been easier and more affordable!
Our Technology
Ongoing financial coaching & help in a web app!
Financial coaching has never been this easy!
Compare your Life, TPD, Trauma & Income Protection
No contact information needed!
Areas we can help you
Budget & Cashflow Management
Wealth
Protection
Wealth
Creation
Retirement
Planning
Insurance
Personal & Busines
Self-Managed
Superannuation Funds
Lending Advice
Gearing & Debt Recycling
Interact – technology designed for continued success!
Investment Opportunities & Wealth Report
Goals & Objectives Tracker
Automatic Budget Planner
One Complete View Of Your Finance
Budget Monitoring Alerts
Details Transaction Listing & Budget Report
Interact – technology designed for continued success!
Investment Opportunities & Wealth Report
Goals & Objectives Tracker
Automatic Budget Planner
One Complete View Of Your Finance
Budget Monitoring Alerts
Details Transaction Listing & Budget Report
Interact – technology designed for continued success!
Investment Opportunities & Wealth Report
Goals & Objectives Tracker
Automatic Budget Planner
One Complete View Of Your Finance
Budget Monitoring Alerts
Details Transaction Listing & Budget Report
Find a loan which suits you at an even better rate with Fintor Your Lending Specialists!
Fintor’s financial advisers work closely with Fintor’s Lending Specialists to make sure our clients receive the best financial strategies to optimise and reduce their debt.
Mobile Financial Advice !
Find a loan which suits you at an even better rate with Fintor’s Lending Specialists!
Fintor financial advisers works closely with Fintor’s Lending Specialists to make sure our clients receive suitable financial strategies to optimise and reduce their debt.
Building Blocks To Advice
Achieving the most desirable results for our clients involves RSM Financials process to delivering advice and our four advice “building blocks”. Segmenting our advice into four key “building blocks” helps to break down our strategies and methodology into easy to understand financial concept modules. The “building block” methodology helps to articulate why each aspect of your finance is of high importance when developing your financial security and plan. Ultimately, our “building block” method will simplify, articulate and create an understanding which promotes confidence and trust, all of which are integral to our advice creating a comprehensive strategy to meet your financial objectives, goals and aspirations!
Stage 1. Cash Flow Management
Cash Flow planning at its core allows both you and your adviser to understand what you earn, how you earn it; what you spend, and how it is spent. It is our first building block to achieving financial security and knowing what strategies our advice can afford to undertake!
Stage 2. Wealth Protection
Protecting your wealth means ensuring the right strategies, mechanisms and assets are available at your time of need. This ‘financial building block’ seeks to deliver the peace of mind that your legacy and family will be financially protected.
Stage 3. Wealth Creation
Wealth Creation is about designing and automating a multitude of interlinking strategies which aim to control, structure and optimise your ability to create wealth.
Stage 4. Retirement Planning
This “building block” considers your cash flow needs, financial protection strategy, and what wealth you have created and establishes a strategy that allows for your version of retirement.
