Flexible solutions

& pricing for every Australian!

 

Flexible solutions

& pricing for every Australian!

 

Online Plans

Learn from a team of qualified financial professionals from anywhere in the world 24/7.

Personal Mentor Programs

A tailored learning and advice experience delivered from where you are most comfortable.

Choose your online subscription

All subscriptions include free access to Fintor's Education Portal, where you can access free and premium financial education & tools!

 

No lock-in contracts

Cancel Anytime

True Value with no BS!

No lock-in contracts

Cancel Anytime

True Value with no BS!

Free Subscription

Free Access

Free Finanancial education

Premium financial education

Live chat with our support team

10% discount on advice fees

Learn Subscription

$15.00 30-day trial - then $59.95 per month

Unlimited access to Fintor's financial education

Master Courses

Specialist Courses

Live chat with our support team

25% discount on advice fees

Interact Subscription

$15.00 30-day trial - then $99.95 per month

Unlimited access to 100% of Fintor's financial education

Investment Portfolios, Research & opportunities

Wealth Portal

Cashflow Management Software

Live chat with our support & advice team

50% discount on advice fees

Get Started For Free

Access free education courses & other premium pay-per-use education from this membership. Fintor includes a range of helpful tools including Fintor’s live chat with our support team to help get you started on your financial journey!

Receive a 10% discount on any advice fee associated to the financial education you complete. 

 

Register Here

Start Your Learning Experience

 

Access  100% of Fintor’s education courses, and receive 25% off any initial advice fee that is associated to the education you have completed!

Receive a 25% discount on any advice fee associated to the financial education you complete. 

 

Register Here

Interact

Are you ready to take control of your finances and achieve your goals? Our Interact subscription has got you covered! Not only do you get access to all the necessary tools and features you’ll need to progress your financial future, but you also get the chance to chat with our expert advice team, live! And if you need a little extra help, we’re offering a 50% discount on advice fees. With this subscription, you’ll have everything you need to make progress and achieve your financial objectives!

Receive a 50% discount on any advice fee associated to the financial education you complete. 

 

Register Here

Choose Your Personal Financial Coaching Experience

Fintor’s ongoing coaching and advice programs all include our Interact Subscription. The Professional Advice segment is designed to cover a singular event where advice is required, as such, it does not include the Interact Subscription. 

 

From A to Z we’ll be by your side.

No Lock-in contracts

Cancel Anytime

True Value with no BS!

The Mentor Program

$299.00 Per month

No upfront advice fees

Six Month Commitment

Statement of Advice (SoA) documents included

Implementation support included

Huge range of financial strategies included

No additional upfront advice fees for included strategies

Quarterly 45-minute catch-ups

Monthly – 15-minute on-track calls

Interact Subscription Included

 

The Financial Academy

Recommended

$599.00 Per month

No upfront advice fees

Six Month Commitment

Statement of Advice (SoA) documents included

Implementation support included

Specialist financial strategies included

Multiple legal entities (2 maximum)

Additional legal entities $225.00 per month

Monthly 45-minute catch-ups

Fortnightly – 15-minute calls

Interact Subscription Included

Professional Advice

On Demand – Starting @ $1,300

 

Pay as you need advice fees

No ongoing commitment

Subscription services available

Specialist financial strategies available

Multiple entities 

Advice Implementation included

 

The Mentor Program

Ready to take control of your financial future? The Mentor program has you covered! Our comprehensive support system provides knowledge and guidance to help you succeed, with expert support from initial onboarding to ongoing quarterly reviews. Plus, with Fintor’s financial education as part of the program, you’ll have access to a truly engaging and rewarding experience.

Don’t wait to start building your pathway to financial success. Sign up for the Mentor program today and take the first step towards a brighter financial future. Let us guide you on your journey towards financial independence and stability.

The Financial Academy

Ready to boost your financial growth? The Financial Academy is here to help! Our comprehensive program provides the knowledge and skills you need to succeed, with expert guidance from initial onboarding to ongoing monthly reviews.

This truly engaging and rewarding experience, powered by Fintor’s financial education, will help you take advantage of complex strategies and make informed decisions about your financial future.

Don’t wait to start building your pathway to financial success. Sign up for the Financial Academy today and take the first step towards a brighter financial future.

Professional Advice

Are you tired of sifting through endless financial advice online, only to end up more confused than when you started? Do you wish you had a trusted expert to turn to for personalized advice that fits your unique financial situation? Look no further than Fintor’s professional advice service!

Our team of financial experts is here to provide you with fast and effective guidance, without the commitment of a long-term relationship. Whether you’re looking to invest, save for retirement, or simply get a better handle on your finances, we’ve got you covered.

Take control of your financial future and try our personalized solution today. You’ll be glad you did!

A process built for results!

Our onboarding process is designed to make getting started with us a breeze, while our internal systems and processes ensure that every piece of advice we provide is thoroughly vetted by multiple professionals within our organization.

But we don’t just stop at delivering great advice – we also go above and beyond to make sure that our services are as efficient and cost-effective as possible. By minimising errors and streamlining our processes, we are able to reduce costs and pass on those savings to you.

So why wait? Take control of your financial future with Fintor. Register today to learn more about how our expert team can help you achieve your financial goals.

Step 1 - Book Your Initial Meeting

Completed via Video Confrensing OR telephone: 10-30 minutes.

We will assess whether our personalized financial coaching is a good fit for your needs and mutually beneficial.

 

 

 

Step 2 - Onboarding Meeting

Completed at our offices OR via video conferencing: 90-120 minutes

We will set up our interact software and provide you with the tools and resources needed to take control of your financial future.

 

 

Step 3 - Pathway Meeting

Completed at our offices OR via video conferencing:   60-90 minutes

We will work together to identify your financial goals and the steps needed to achieve them. A personalized coaching roadmap will be developed to help you make progress towards a fulfilling and financially secure future.

 

 

The upfront costs you can expect to pay

Fintor’s financial advice team are passionate about helping our clients succeed.

Our team members are highly trained and dedicated to conducting thorough market research and product investigation before your first onboarding meeting. We are committed to providing personalized and efficient advice to support our clients on their financial journey. Behind the scenes is where 80% of the work is completed, we work tirelessly to deliver the best possible recommendations and support. 

The fee you should expect
Initial Meeting
The Mentor Program Free
The Financial Academy Free
Professional Advice Free
Onboarding Meeting
The Mentor Program Included In Commitment Fee
The Financial Academy Included In Commitment Fee
Professional Advice $500
Pathway / Proposal Meeting
The Mentor Program Six Month Commitment $1,794
The Financial Academy Six Month Commitment $3,594
Professional Advice $850
Upfront Advice Fees
The Mentor Program Included
The Financial Academy Included
Professional Advice $500 - $15,000 depending on complexity
Regular Ongoing Fees
The Mentor Program $299.00 Per month OR $3,588 per annum
The Financial Academy $599.00 Per month OR $7,188 per annum
Professional Advice Not Applicable

Start your journey

To start your personal financial coaching journey with Fintor the first step is to book your free introduction appointment.

During the introduction appointment, you will have the opportunity to discuss your current financial situation and any specific financial challenges or goals you may have. The financial coach will listen to your concerns and objectives and help you to identify the best Fintor pathway to develop a course of action to achieve your financial goals.

The introduction appointment is designed to be a low-pressure, informative conversation that will help you determine if financial coaching with Fintor is right for you. It is a chance for you to ask any questions you may have about the process and for the coach to explain how they can help you.

After the introduction appointment, you and your financial coach will decide on the best course of action and which of Fintor’s services will be most beneficial for you. The goal of the coaching process is to empower you to take control of your finances and make informed decisions about your financial future.

 

 

 

Transparency is how we’re built

Use the buttons below to compare the options Fintor has available to receive personalised financial advice and coaching.

Professional Advice & Implementation Fees 

Fintor’s financial advice team are passionate about helping our clients succeed.

Our team members are highly trained and dedicated to conducting thorough market research and product investigation before your first onboarding meeting. We are committed to providing personalized and efficient advice to support our clients on their financial journey. Behind the scenes is where 80% of the work is completed, we work tirelessly to deliver the best possible recommendations and support. To make sure our fees remain competitive, we need to charge each person for the resources which are dedicated to helping them. 

Online Subscription members receive discounts of up to 50% on advice fees associated to the financial eduction they complete!

Bundled Advice Fee Discount
Initial Advice fee Discount
First Topic 0.00%
Second Topic 10.00%
Third Topic 20.00%
Fourth Topic 30.00%
Fifth Topic 40.00%
Six OR More Topics 50.00%
*Advice topics are calculated collectively before applying the discount.
The Mentor Program The Financial Academy Professional Advice
Onboarding Process & Fess
Initial Call - 30 Minutes Free Free Free
Onboarding Meeting Deposit Required Deposit Required $500
Proposal Meeting Deposit Required Deposit Required 30% of Advice fee Payable Upon Proceeding
Advice & Implementation Fees- As required
Banking & budget Optimisation Included Included $1,250
Personal Loan Refinance & Repayment Optimisation Included Included $850
Investment Loan Refinance & Repayment Optimisation Included Included $850
Basic Estate Planning & Protection Advice Included Included $400
Comprehensive Estate Planning & Protection Advice Included Included $1,050
Insurance Needs Analysis Included Included $500
Insurance product advice Included Included $850
Risk appetite & profiling advice Included Included $550
Investment establishment, ownership & product advice Included Included $1,150
Investment options & portfolio alterations Included Included $850
Investment contribution strategy Included Included $500
Superannuation product advice Included Included $1,150
Superannuation investment options & portfolio alterations Included Included $850
Superannuation contribution strategy Included Included $500
Superannuation estate planning Included Included $250
Retirement planning Advice Included Included $2,250
Transition to retirement advice Included Included $2,250
Centrelink Advice Included Included $1,250
Aged Care Advice Included Included $1,250
Specialist Financial Advice - As Required
Property Investment Analysis Included $1,850
Borrowing to invest (gearing) Included $1,500
Debt Recycling Included $1,750
Self-Managed Superannuation (SMSF) Establishment Included $3,000
Self-Managed Superannuation (SMSF) Review Included $2,000
Self-Managed Superannuation (SMSF) Investment Strategy Document & Review Included $850
Self-Managed Superannuation (SMSF) Lending Strategy Included $1,850
Small Business Retirement Advice & Concessions Included $2,450

Fintor Coaching Programs are designed to cater to different financial needs and complexities.

The Mentor Program The Financial Academy
Program Availability - eligable persons/ entities
Single or couple
Trusts / Self-Managed Super's / Pty Ltd
Financial Strategy Inclusions - As required
Banking & budget Optimisation
Loan Refinance & Repayment Optimisation
Estate Planning & Protection Advice
Insurance Needs Analysis
Insurance product advice
Risk appetite & profiling advice
Investment product advice - No borrowing
Investment contribution strategy
Superannuation product advice
Superannuation contribution strategy
Superannuation estate planning
Retirement planning Advice
Transition to retirement advice
Centrelink Advice
Specialist Financial Advice - As Required
Borrowing to invest (gearing)
Debt Recycling
Self-Managed Superannuation (SMSF)
SMSF Borrowing
Business Retirement Advice

Compare Fintor’s Online & Personal Mentoring Plan Features

Free Learn Interact The Mentor Program The Financial Academy
Education Offering
Free Courses
Financial Fundamentals
Master Courses
Specialist Courses
Live Chat Support
Support Team
Adviser Support
Technology
Wealth Portal
Budget Tracker
Goals Tracker
Investment Solutions
Investment Portfolio's
Investment Research
Investment Opportunities
Adviser Updates
Personal Advice Discounts
Associated Courses 10% 25% 50% Included Included
Personal Financial Coaching
15 Minute Chat Monthly Fortnightly
Quarterly Review
Monthly Review

Free & Premium Financial Courses

Access a wide range of financial education 24/7. 

Interact

One complete view of your finance, progress & goals. Customised reporting & advice document portal.

Investment Portfolio's

Access Fintor’s latest investment portfolios and latest updates.

Research & Opportunities

Access market-leading investment research, economic updates & opportunities

Frequently Asked Questions

Which courses are free?

Currently, Fintor provides three free comprehensive financial education courses including; Insurance Optimisation, Super Optimisation and Budget Optimisation. Fintor plans to expand it free education offering in time. 

 

Why does Fintor provide free courses?

Fintor makes money from advising Australian’s from all walks of life. To engage, excite and inform Australians of the life changing benefits Financial Advice can deliver, Fintor is happy to give insight and guidance into the process financial advice takes to uncover your potential. Once you’ve completed your first course Fintor is confident you will continue with our engaging education to better your financial future!

Why does Fintor provide over a 40% discount on advice fees for people who complete a financial course?

Each course informs, educates and asks the attendee to research and analyse their own situation. This process allows Fintor to significantly reduce the time it spends gathering information, explaining strategies, features and concepts. With an informed and engaged customer our advice process becomes efficient which reduces time spent & the overall cost to you. It’s a process designed to help you save… Basically what a financial team should be doing!

Why is your education content so cheap compared to Fintor’s advice fee?

Fintor financial education platform is designed to compliment Fintor’s advice process through members gaining the knowledge they seek and a heightened understanding of the advice topics & strategies their adviser may discuss.  At no point does any lesson provide advice.

How does Fintor use my information?

Fintor is able to see the basic information entered into the form at sign up. Any information provided to Fintor is held with the strictest of confidence and subject to our Australian Financial Services License (AFSL) Privacy Policy.