STEP ONE

START

We validate your email, phone and that your a real human. Now that we know your a human we need your signature to authorise Fin15 to conduct a FREE super search on your behalf.

STEP TWO

GOT SUPER

You got super! Based on our findings we give you a general idea of how much that could be in the future with and without Fin15. If you like what you see you opt in and move onto the next stage. 

STEP THREE

FACT FIND

We want to know more about you to make a customised plan for your financial future. This takes time and money, so we take a $100 deposit (out of your super not pocket), if you move on with us you get your money back. 

STEP FOUR

THE pLAN

Your advisor will go over your customised plan, tailored to your financial situation and the goals you indicated. This is your time to ask questions and make adjustments. If you love it as much as we do you opt in and move on.

STEP FIVE

ALL SET

Your all done, we have implemented the plan we set up with you, all you have to do now is sit back, relax and watch your money work for you. Let us do all the hard work, while you focus on the important things in life.

STEP SIX

UPDATE

We know life changes very quickly so once every 12 months we want to check up if anything in your life has changed and if you need adjustments made. Maybe you got married, want to save for a house, or decided it’s time to travel. 

 Fin15 is operated in Australia by Wedan Consulting Pty Ltd ABN: 21 604 912 736

Corporate Authorised Representative No. 1254908 of The FinancialLink Group Pty Ltd

Australian Financial Services Licensee No. 240938

Wence Peraza – Authorized Representative No. 1254907 of The FinancialLink Group Pty Ltd

Australian Financial Services Licensee No. 240938

Financial Services Guide