Fiduciary

/fɪˈdjuːʃ(ə)ri/

Someone who is responsible for making monetary decisions for someone else.

Affordable financial advice.

You shouldn’t need a financial advisor just to be able to afford one.

Accessible financial advice.

You can now add ‘financial advice’ to the long list of things you can do online. And you still get to talk to a real person.

Adaptable financial advice.

Choose the topic (or topics) you'd like financial advice on.

How it works

Provide some details

Tell us your name, contact details, marital status, employment status, income and the topic you’d like advice about.

Talk to Abel

Abel is our friendly resident chatbot who'll guide you through the process.

Talk to us

You can meet your financial advisor via an easy phone or video call. Whenever it suits you.

Leave it with us

Our dedicated client service team starts preparing your financial advice right away.

Single-topic advice

Allowing you to choose a topic that you need financial advice on allows us to keep our prices fixed and low. Take a look at the topics* below to see what's available.

Savings

We can help you achieve your goals by setting up a regular savings plan or investing a lump sum.

Debt

We'll help you work out if your current home loan structure is appropriate to your circumstances, and consolidate any other debt you might have.

Insurance

Work out what insurance options are right for both you and your family.

Superannuation

Get the most out of your superannuation, whether that means changing funds, switching investment options or making additional or spousal contributions.

Retirement

We'll get your retirement goals on track and guide you on the matters that matter most.

*some of these services are to be launched in the 2020 calendar year, please contact us to register your interest in a particular service.