5 minutes of your time will change your life.
Your AI-powered financial advisor for everyday Australians.
Please fill out the following form to the best of your ability. The more detailed you are, the more accurate your financial advice will be.
This is how your name will appear on the advice.
Your current age.
We'll use this to contact you.
So our trusted partners can contact you.
Your current relationship status.
Your total income before tax.
The total amount of money you have saved.
The current balance of your superannuation fund.
The current market value of your property.
The outstanding balance on your mortgage.
Any other outstanding debts or financial obligations. Type Nil if none.
How comfortable are you with the possibility of losing money on your investments?
Your level of experience with investing.
Please describe your financial goals in detail.
Please describe the investments you are comfortable with.
Please describe what your priorities are.
Please describe any life changing events that will happen in the next 1, 5, or 10 years.
At what age would you like to retire?
Would you like assistance from our trusted partners?
Individual tax returns, business tax returns, tax structuring
Advice on superannuation, investments, and retirement planning
Life Insurance, Income Protection
New or renegotiation