A disclaimer, in big bold font.
We’re an independent family-owned business.
We don’t work on behalf of a super fund corporation.
We work on behalf of individual Australians.
We proudly connect you with licensed financial advisers with an established record of delivering trusted financial advice and results.
The information provided on this website is General Information only, and does NOT take into account your objectives, financial situation, and needs. Before acting on any information contained on this website you should consider the appropriateness of the advice having regard to your objectives, financial situation, and needs. We are not associated with any Super fund, we are not a financial planning firm, we do not offer financial advice, nor do we sell financial products. We connect you with licensed financial advisers that operate under an Australian Financial Services Licence. We do not take responsibility for the advice they provide. Before acting on any advice, you can and should ask as many questions as you want to ensure you have received the right financial advice for you. All costs and fees must be clearly explained, and if we refer you to an adviser there is absolutely no obligation for you to commit to any advice and no cost payable to us if you decide not to proceed with their advice. However, our mission is to connect you to the adviser that is right for you, and we only refer to trusted and expert advisers that have an established record of adding value to their client’s financial situations.
We offer the highest levels of transparency by showing 100% of our results. For all customer data, please understand the following:
- Customer real name hidden for privacy.
- The data is based upon the exact circumstances of the customer and the investments of the customer at the time of signup.
- Signup refers to signing up with our partner financial advisers.
- The result is based upon five-year average returns of their former investment setup against the five-year average returns of their new investment setup as a result of the recommendations of our partner financial advisers, and those averages are used to project forward. Past performance is no guarantee of future performance, and no result can be guaranteed.