FAQ

[et_pb_section bb_built=”1″][et_pb_row _builder_version=”3.18.9″][et_pb_column type=”4_4″][et_pb_accordion _builder_version=”3.18.9″][et_pb_accordion_item _builder_version=”3.18.9″ title=”Is this free of Charge? / How Much would it cost me?” link_option_url_new_window=”off” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” text_shadow_style=”none” box_shadow_style=”none” hover_transition_duration=”300ms” hover_transition_delay=”0ms” hover_transition_speed_curve=”ease”]

Our service is 100% free and also includes a FREE initial appointment with a local qualified Financial Planner that will come to your home or office. That way they can sit down with you and better understand exactly how they can help.

[/et_pb_accordion_item][et_pb_accordion_item _builder_version=”3.18.9″ title=”Are you Government Affiliated? ” link_option_url_new_window=”off” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” text_shadow_style=”none” box_shadow_style=”none” hover_transition_duration=”300ms” hover_transition_delay=”0ms” hover_transition_speed_curve=”ease”]

No we are a 100% Australian Owned Company with our head office in Melbourne. We do draw on resources from the Australian Securities and Investment Commission (ASIC) and other government departments to make sure we provide the best possible service though.

[/et_pb_accordion_item][et_pb_accordion_item _builder_version=”3.18.9″ title=”Where did you get your Financial Planners?” link_option_url_new_window=”off” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” text_shadow_style=”none” box_shadow_style=”none” hover_transition_duration=”300ms” hover_transition_delay=”0ms” hover_transition_speed_curve=”ease”]

We are a completely independent company not owned in any way by any of the banks or financial planning dealer groups. This means we have the ability to identify the best local fully qualified independent Financial Planners in your area.

[/et_pb_accordion_item][et_pb_accordion_item _builder_version=”3.18.9″ title=”What are your qualifications for us to have the appointment?” link_option_url_new_window=”off” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” text_shadow_style=”none” box_shadow_style=”none” hover_transition_duration=”300ms” hover_transition_delay=”0ms” hover_transition_speed_curve=”ease”]

Find Financial Planners Pty Ltd are a 100% Independently Australian Owned Company. We are not a bank or Financial Planning Practice or Dealer Group we are a completely independent body that has been helping Australians right across the country meet with the best local Financial Planner for FREE for almost 6 years now

[/et_pb_accordion_item][et_pb_accordion_item _builder_version=”3.18.9″ title=”How will you find the right Financial Planner for me?” link_option_url_new_window=”off” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” text_shadow_style=”none” box_shadow_style=”none” hover_transition_duration=”300ms” hover_transition_delay=”0ms” hover_transition_speed_curve=”ease”]

That’s a great question, we have a variety of systems supported by sophisticated software that allows us based on the information you give us to find and set a FREE appointment with the best local Financial Planner that we have independently verified and screened for quality and qualifications. Using these systems we have offered help to literally thousands of Australians over the years so we have become really good at getting it right first time. We will even call you after your free appointment to make sure we got it right.

[/et_pb_accordion_item][et_pb_accordion_item _builder_version=”3.18.9″ title=”Am I required to go ahead with the Planner after the first meeting?” link_option_url_new_window=”off” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” text_shadow_style=”none” box_shadow_style=”none” hover_transition_duration=”300ms” hover_transition_delay=”0ms” hover_transition_speed_curve=”ease”]

I appreciate you asking that question, we get asked it a lot. The Financial Planner will come and see you at a time and place that best suits you so they can better understand your needs and see how they can help. Whether or not you go ahead with any of their advice or services is entirely up to you, there’s absolutely no obligation to go ahead then or at any time in the future. We are here to help you.

[/et_pb_accordion_item][et_pb_accordion_item _builder_version=”3.18.9″ title=”Instead of Face to Face meeting, Can we have a chat or phone meeting with Planners?” link_option_url_new_window=”off” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” text_shadow_style=”none” box_shadow_style=”none” hover_transition_duration=”300ms” hover_transition_delay=”0ms” hover_transition_speed_curve=”ease”]

Great question but unless you live in a remote region you are letting yourself down if you have a phone meeting with a Financial Planner. The reason for this is that a Financial Planner needs the opportunity to really spend a reasonable amount of quality time for you to better determine exactly what help you need, what other things they can recommend to help you and give you the right advice. Plus getting help from the right Financial Planner that suits you best is too important a decision to leave to just a phone call about something so important as your financial security and future don’t you agree?

[/et_pb_accordion_item][et_pb_accordion_item _builder_version=”3.18.9″ title=”Can your financial planner help with Centrelink?” link_option_url_new_window=”off” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” text_shadow_style=”none” box_shadow_style=”none” hover_transition_duration=”300ms” hover_transition_delay=”0ms” hover_transition_speed_curve=”ease”]

  1. I really appreciate you asking but the best thing you can do is contact Centrelink directly (ask services questions and decision matrix questions to see if you can find other things that an FP can help them)

 

For

Compliance Program

1800 086 400

 

Child Care Subsidy Dad and Partner Pay Double Orphan Pension Family Tax Benefit Parental Leave Pay Parenting Payment

 

136 150

[/et_pb_accordion_item][et_pb_accordion_item _builder_version=”3.18.9″ title=”I’m under TPD (Total Permanent Disability) and not employed but have money, can you help?” link_option_url_new_window=”off” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” text_shadow_style=”none” box_shadow_style=”none” hover_transition_duration=”300ms” hover_transition_delay=”0ms” hover_transition_speed_curve=”ease”]

That’s a great question it really depends on what help you need and some other circumstances. Do you mind telling me what help you are looking for and I need to ask you a few questions to see if a Financial Planner can actually help is that ok? (ask the services matrix questions then the decision making matrix questions – you will then know if you can set an appointment or not).

[/et_pb_accordion_item][et_pb_accordion_item _builder_version=”3.18.9″ title=”I’m planning to buy my first house/car/etc using my Super, can you help?” link_option_url_new_window=”off” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” text_shadow_style=”none” box_shadow_style=”none” hover_transition_duration=”300ms” hover_transition_delay=”0ms” hover_transition_speed_curve=”ease”]

In most cases you cannot withdraw your superannuation until you reach your preservation age and retire. First home buyers may be access up to $15,000 in super contributions per year up to $30,000 in total per person. A couple buying a house could therefore use up to $60,000 in voluntary superannuation contributions saved over two years. This is definitely something a Financial Planner may be able to help with. lets get a FREE appointment set up for you at your home or work, which is the best place for you to meet with a Financial Planner?

[/et_pb_accordion_item][et_pb_accordion_item _builder_version=”3.18.9″ title=”I own a buy and sell shop, can your financial planner help on how can I grow my business?” link_option_url_new_window=”off” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” text_shadow_style=”none” box_shadow_style=”none” hover_transition_duration=”300ms” hover_transition_delay=”0ms” hover_transition_speed_curve=”ease”]

Helping you grow your business is more for a quality Business Coach, I will pass your details so them so they can call you for a confidential chat, is that ok? (send the details to John@moreprofitlesstime.com )

[/et_pb_accordion_item][et_pb_accordion_item _builder_version=”3.18.9″ title=”Can I access my Super? I’m nearly retired” link_option_url_new_window=”off” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” text_shadow_style=”none” box_shadow_style=”none” hover_transition_duration=”300ms” hover_transition_delay=”0ms” hover_transition_speed_curve=”ease”]

In most cases you cannot withdraw your superannuation until you reach your preservation age and retire. There may be a host of things as you get closer to retirement age that a Financial Planner can help you with to you maximise your superannuation and investments and helping you potentially help you reduce taxes. This is something we find most Australians leave until its too late – lets get a FREE appointment set up for you at your home or work, which is the best place for you to meet with a Financial Planner?

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