Client Notice: Have you received a call from our team offering a no-obligation review of your superannuation?
Just to confirm, we are not Financial Advisers and do not conduct the review ourselves. If you have received a call, it is most likely as part of our current national marketing campaign:
IMPROVING ACCESS TO FINANCIAL ADVICE
About the campaign: We are seeking Australians that don’t currently receive financial advice but would like to speak with a financial adviser. We have agreements with various Financial Planning firms who will provide a no-obligation review of your super. Each review will take into account your personal goals and objectives. You will be provided with a written Statement of Advice outlining the advice, the costs and the potential benefits. If you choose not to go ahead with the advice, there is no cost to you. It is a simple way to engage with an adviser and see what they have to offer before having to commit financially.
Curious about Covid?
Need a financial plan?
We are not financial advisers, but we can refer you to a financial adviser for a no-obligation financial health check.
Which adviser will I be referred to?
The advisers we refer to allocate time slots for reviews based on their availability. Once you confirm your details with us, an advisory firm will be allocated to perform your review. You will receive information regarding their licence, financial services guide and contact details. Should you have any questions, please contact the advisers directly.
How did you get my details?
We purchase lists through List Brokers. All lists are washed against the DNC register.
How do you make money?
We charge Financial Advisers a set price for every referral we send them. For a financial advice firm, it is generally more cost-effective and efficient to have experienced marketing professionals provide leads than to conduct their own marketing campaign.
What's the catch?
There is no catch. We get paid by the companies we refer to you. You receive a no-obligation review. If you go ahead with the advice because it's in your best interest, the Adviser then gets paid. The Adviser takes the biggest risk as they create the financial plan with no guarantee you will proceed.
I am an Adviser and would like to start receiving leads, how can I do this?
If you would like to be referred to a financial adviser or you are a financial adviser looking for referrals, please submit your contact details and a member of our team will contact you.