get help

If you would like to discuss your personal situation in more detail with a professional adviser or mortgage broker click “get help here”. I’ll ask you for some basic information and then align you with a professional on my panel to suit.

My advice partners line up with my own philosophy and beliefs, work Australia-wide and are primarily online advisers to give you the most flexibility.

They will offer you an initial phone call or Zoom/Teams meeting with you at no cost to ask about you, explain their process and to see if they can add value! If you decide to engage with them, they will be clear on any costs associated before you do so.

You are in good hands. Let me know how you go!

Seeing a trusted adviser is beneficial when:

- You want to invest for the future.

- You are looking to start a family and need to ensure they are protected if the worst happened.

- You need help with setting up a good cash flow plan.

- If you’ve ever thought: "I earn too much to feel this broke".

- Financially speaking, you feel like your life is a mess!

- You have a million super accounts and don't know where to start.

- Perhaps you have been told you need income insurance and you want more information.

- You don’t have a mortgage broker and would like your existing mortgage reviewed.

- You are looking to buy your first home or investment property.

While we do not always need an ongoing relationship with a financial adviser, a great adviser will be of immense value to you from time-to-time for specific things.

To be an approved trusted adviser or mortgage broker, you must meet the following requirements:

- The adviser’s advice & brokers business philosophy values align with my own style of money teaching.

- They must be registered on the financial adviser register with the Australian Securities & Investments Commission & have no banning or disqualifications recorded (if a financial adviser).

- The financial advice principal in the business must have been an authorised representative (licenced adviser) for at least 5 years (I like when people have practical experience).

- They are able to help people online & remotely all over Australia (can use tech).

- They are happy to have a complimentary 15 min chat via phone about how they may be able to help you, and explain their process with no pressure to proceed.

- They have the heart of a teacher and not a sales person.

- They have a clear and easy to understand fee model.

Our service is bespoke. Our trusted professionals also offer a variety of different services. We want to save your time and their time. Instead of you contacting a professional who doesn’t specialise in what you’re after and then having to try another - we cut out this step. It’s a win-win!

Never fear! We know that sometimes there are some complexities that are not detailed in the initial request. If you speak with one of our trusted professionals and they can’t help - they will point you in the right direction!

No. There is no cost for you to use my referral service. Some of the referral partners are advertisers on the podcast/s, some pay us a referral fee and others do not. If the professional that I refer you to is paying us a fee for the referral, it’s the law that this will be disclosed to you by them. This is one way we make money but this also ensures that you are getting help from trusted professionals.