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A platform designed to optimise your interaction with your clients and network while also enhancing your ability to provide your services.

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Let Clients Find You

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Have your appointments set for you

Allow clients to request and set appointments for you, hassle-free easily.

Connect and discuss

Connect and discuss

Build rapport and interact seamlessly with your network and potential clients, fostering strong relationships.

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Build your brand

Build your reputation and brand as a trusted financial professional backed by your glowing reviews from clients and general consultations.

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Post your latest article

Get traction for your post or article with exposure and interaction with your network.

General Consultations

General Consultations

Whether a client needs a quick consultation or only has a specific issue, let clients book time to experience your expertise firsthand and share their feedback following.

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Answer questions and expert discussions

Discussions and expert interaction build confidence and trust for clients. Use this opportunity to build your exposure and test your knowledge and interact through discussion and answers.

Is there a limit to what I can invest in with my self-managed super fund?

Remy Sharp

Jimmy Fowler

5 min ago

SMSF
Mortgage Broker
Question

113

Show All Replies (7)

Reply

Interest rate change from Reserve Bank - down 25 basis points. All my investment loan clients are very happy!

Remy Sharp

Stephen Stanovich

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12 min ago

Interest Rates
Mortgage Broker
Discussion

973

Show All Replies (82)

Reply

Managed Investments vs. Direct Investments:

An advisers discussion - Part 1 Read more

Remy Sharp

Mary Blach

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55 min ago

Direct Investment
Managed Investment
Discussion

1.1K

Show All Replies (53)

Reply

I'm looking to purchase my first investment property. How do banks calculate what I can borrow?

Remy Sharp

Jake McDonals

23 min ago

Investment Property
Mortgage
Property

74

Show All Replies (21)

Reply

I inherited some money from my mother. I'm thinking I'll buy some stocks like BHP and CBA and put the rest into renovating my ...

Stephen Bailey was invited to discuss.

Remy Sharp

Serena Lavaro

25 min ago

Inheritance
Discussion

23

Show All Replies (11)

Reply

Just had a great general consultation call with an adviser, helped with understanding how to go about...Read more

Remy Sharp

Manara Ibraham

23 hours ago

Finance Help
Discussion
Wealth

89

Show All Replies (15)

Reply

Is there a limit to what I can invest in with my self-managed super fund?

Remy Sharp

Jimmy Fowler

5 min ago

SMSF
Mortgage Broker
Question

113

Show All Replies (7)

Reply

Interest rate change from Reserve Bank - down 25 basis points. All my investment loan clients are very happy!

Remy Sharp

Stephen Stanovich

badge image

12 min ago

Interest Rates
Mortgage Broker
Discussion

973

Show All Replies (82)

Reply

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Marketplace

Showcase Your Services

Have the opportunity to showcase your services and expertise to a targeted audience actively seeking financial guidance. Whether you specialise in retirement planning, tax optimisation, wealth management, or other financial niches, our platform provides you the stage to highlight your services that sets you apart, attracting new clients and solidifying your position as a trusted expert in the financial industry.

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Sydney, NSW

Oliver Nato

Financial Planner

107

Reviews

275

Connections

726

Forums

Services:

Emerging Professional Planning | Cashflow | Superannuation | Insurance

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Brisbane, QLD

Hayley Smith

Mortgage Broker

227

Reviews

347

Connections

1.2k

Forums

Services:

Residential Property Loans | Refinancing | First Home Buyer Assistance

Picture of the service ownerrating image

Melbourne, VIC

Vanessa Johnson

Financial Adviser

154

Reviews

200

Connections

438

Forums

Services:

Investment Specialist | Self-Managed Super Funds | Wealth Management

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Sydney, NSW

Bruce Waverton

Chartered Accountant

27

Reviews

54

Connections

34

Forums

Services:

Tax Returns | Asset Structuring | SMSFs, Trust & Company Accounting

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