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financial planning process

Want To Find A Financial Planner?

Get started now by entering your postcode in the search box above, it’s 100% FREE to search, review and contact your matches.

Or if you want to learn more about choosing a financial planner, then request a copy of our free guide, “Before You Choose A Financial Planner”.

In our FREE guide you’ll learn:

  • The 5 things you need to know before you choose a financial planner (most people only know 1 or 2 of these)…
  • How much you can expect to pay for good financial advice so you can avoid getting ripped-off…
  • The secret to finding a local financial planner who’s a match for your specific advice needs…
  • How to spot bad financial advice that’s not in your best interest and what you should do if you receive it…
  • 6 common signs of scam investments that you should avoid…

Simply enter your details in the box to the right for FREE Instant Access to our guide.

If you’re ready to find a financial planner right now, then start your search by entering your postcode at the top of this page (that’s 100% FREE too!)

Finding A Financial Planner – The Biggest Mistakes Find A Financial Planner - Biggest Mistakes

One of the biggest mistakes people make is choosing a financial planner because they’re closest to their home or office.

If you do this, then you’re at risk of getting the wrong advice, paying too much or being ripped off.

Why? – Because not all financial planners are created equal. Some specialise in investments, while other are experts in retirement advice. Some are highly qualified – other aren’t.

That’s why you need to find a financial planner with the experience and qualification to match your individual advice needs.

Get The Right Financial Advice Right Financial Advice

A better approach is to select a financial planner who specialises in the type of advice you need.

That’s why our unique search system matches you based on your postcode and your advice needs. (Other services only match you based on location)

It means we have to ask you a few more questions to ensure you’re getting expert advice – and not paying for services you won’t use or need.

So what are you waiting for – find a financial planner today.

Adding An Extra Layer Of SecurityFinancial Security

Choosing a financial planner is a big decision – and making the wrong decision can be costly.

That’s why EVERY financial planner listed on www.findafinancialplanner.com.au must pass the Financial Planning Client Advocate’s (FPCA) stringent 8 Step Accreditation Process and interview.

Financial planners can’t buy a listing on our website – they must earn it by demonstrating a commitment to providing quality financial advice, transparent fees and always acting in the best interest of you – the client!

Learn more about our unique accreditation process.

Help To Navigate The Financial Planning Process Financial Planning Process

We want to do more than connect you with the right financial advice.

That’s why, after you search with us, we provide you with free resources to help you navigate the financial planning process.

Our Success Guarantee Right Advice

If we don’t currently have an FPCA approved financial planner that matches your location and specific advice needs – then we’ll help you find one. And yes, it’s still 100% free!

We call it our Success Guarantee.

Get started right now by searching for a Financial Planner in your area