How we Verify

The Connection Process

01

Submit

Select the service you need and send us your details so we can get started.
02

Connect

We’ll match you with a verified financial professional in your area.
03

Appointment

Schedule an appointment with your professional & start your journey.

Tired of browsing the internet for finance professionals?

We’ve verified financial professionals from all around Australia who offer these four core services...
Financial Planner

Financial Planner

Take control of your financial future & live with peace of mind by getting connected with a verifyabl financial planner.
Mortgage Broker

Mortgage Broker

Get the assistance you need to find the perfect mortgage to fit your needs with a verifyabl mortgage broker.
Superannuation Planner

Superannuation Planner

Forward plan for your retirement by getting connected with a verifyabl superannuation planner.
Life Insurance Broker

Life Insurance Broker

Ensure you find the right life insurance policy for your needs by connecting with a verifyabl life insurance broker.
  • Fast & Simple Fast & Simple
  • Financial Literacy Financial Literacy
  • Trusted & Verified Trusted & Verified
Helping put your Financial Future in the

Right Hands

We'll help put you in touch with a financial professional that is specifically chosen to suit your needs. We've done the hard work of sourcing the best professionals in the industry, ensuring each professional is properly qualified and has a proven track record of great results. Furthermore, all verified professionals are chosen by you, our customers, as your feedback decides whether they remain on our platform. We put you first to ensure you're getting the trusted help you need.

Not Convinced Yet?

Here's What Our Customers Say

So you’re ready to take the plunge?

Let’s Get Connected

Financial PlannerMortgage BrokerLife Insurance Broker