Affordable Online Financial
Education for every Australian!
Learn how our Financial Mentor programs can help you before investing in a personalised plan.
Affordable Online Financial
Education for every Australian!
Learn how our Financial Mentor programs can help you before investing in a personalised plan.
Online Financial Education Designed For Success!
Here is whats included:
Detailed financial strategies, their benefits and how they could apply to you!
Market-leading tools, calculators & software to help you apply the knowledge and start achieving!
Learn how different strategies come together to create savings, minimise tax & help you achieve!
Professional help and guidance to keep you achieving your goals!
How Do You Want To Learn?
Real-Life Financial Case Studies
From $69.95
Targeted Financial Education
From $29.95
Complete a course and save over 40% on your related personalised advice fee!
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!
Find a loan which suits you at an even better rate with RSM Lending!
Fintor works closely with RSM Lending to make sure our clients receive the best financial strategies to reduce their debt.
Interact – technology design 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
We Make Advice Simple by using our Building Block Methodology
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.
How Do You Want To Learn?
Real-Life Financial Case Studies
Targeted Financial Education
Our education helps you optimise these areas
savings
insurance
investments
super
Protection
Loans
Complete a course and save over 40% on your related personalised advice fee!
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!
We Make Advice Simple by using our Building Block Methodology
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.
Find a loan which suits you at an even better rate with RSM Lending!
Fintor works closely with RSM Lending to make sure our clients receive suitable financial strategies to reduce their debt. Through RSM Lending we make sure our customers get a suitable solution at an even better rate!
