The right decisions, prioritised and sequenced in the right order — delivered by a coordinated team, through one relationship.
Whatever yours is — find your pathway in a few minutes →
Four pillars, prioritised in the right order — foundation first, then security, lifestyle and freedom.
Cashflow & budgeting, debt structure, emergency buffers and banking that works — the base everything sits on.
Personal insurance, estate planning and protecting the people who depend on you.
Investment selection, portfolio management, property, borrowing to invest, super contributions, tax optimisation, SMSF.
Retirement planning, superannuation optimisation, transition to retirement, Centrelink and aged care.
General information only. Personal advice is provided by Fintor’s qualified specialists after considering your objectives, financial situation and needs. Not every strategy is right for every person.
Brings the right specialists together at each stage, so every part of your plan lands in sequence — not all at once.
Cashflow, structure and buffers set first — so the plan can hold weight.
Cover and estate planning locked in before wealth-building accelerates.
Investing, super and tax strategies compounding in the right structure.
Retirement staged on your terms — income, timing and lifestyle planned.
Every plan we build is a working blueprint. The advice you act on now — cashflow, protection, wealth creation, retirement — is sequenced so each win unlocks the next: a first home becomes an investment property, savings become portfolios and gearing strategies, super can become an SMSF, a career can become company ownership. And as your life gets bigger, your membership — and your Fintor team — scales with it.
Unlocks: your first home — and the capacity to invest.
Your Fintor specialists
Usually starts in Who Says? or What’s Next?
Unlocks: the confidence to take the next step safely.
Your Fintor specialists
Core to What’s Next? — with Fintor’s insurance team
Unlocks: assets that work while you do.
Your Fintor specialists
Deepens in What’s Possible? — senior advisers & portfolio team
Arrives at: the life the whole blueprint was drawn for.
Your Fintor specialists
What’s Possible? & Fintor Private
Budgeting, debt structure, buffers — the foundation.
Insurance and estate planning — protecting the plan.
Property, portfolios, gearing and structures.
SMSF, super optimisation and retirement income.
The pathways shown are illustrative only and not a recommendation — every blueprint is drawn personally, within a Fintor membership. General information only.
A free 30-minute chat about what’s on your mind — no preparation needed.
Your goals, situation and priorities — the full picture, in plain English.
A clear scope and a fixed fee, quoted before you commit to anything.
Your coordinated team gets to work on the strategies that matter first.
A staged roadmap presented and explained — decisions you can actually act on.
We put the plan into action with you, and review it as life changes.
A clear, fixed fee for your strategic roadmap and initial advice — quoted up front, before you commit. Fee-for-service, never commissions on advice.
Ongoing coordination, reviews and access to your team through a simple membership — so the plan keeps pace with your life.
See Memberships for what’s included at each level.
The same calculators our advisers use — open, free and yours to explore before you ever book a meeting.
Fintor Education gives you plain-English lessons and live calculators with no email wall. Learn one idea at a time, run your own numbers, and talk to us if and when you’re ready.
Start learning free →A free, no-obligation chat about what’s on your mind. Tell us a little about your situation and we’ll point you to the right specialist.
Pick a time →Or call 1300 346 867
yourfinancialmentor@fintor.com.au
Level 1, 33 Cremorne Street, Cremorne VIC 3121