Grow your practice with booked introductions.
We connect Australians preparing for retirement with licensed local advisers. You only hear from people who've asked for a call and answered a few questions about their situation.
No signup cost No lock-in Pay per booked introduction
For AFSL holders and authorised representatives listed on ASIC's Financial Advisers Register.
Why partner with us
Booked introductions, not cold leads.
Every person we send you has asked for a call, told us roughly where their savings and super sit, and said how they'd like to be advised. You spend your time advising, not chasing.
Pre-qualified, not cold
Each booked introduction has told us their confidence with money, a rough savings, super and investments range, and their preferred advice format.
Pay only for booked introductions
No retainer and no lock-in contract. You pay a fee per booked introduction, agreed up front.
Matched to your area
We match people to advisers by postcode, so the people we send you are people you can realistically serve.
How it works
Three simple steps to your first booked introduction.
- 01
Tell us about your practice
A short enquiry about you and the areas you serve. We'll go through your licensing details when we talk.
- 02
We book matched introductions
When someone in your area asks for a call, we book them into a time with you and send you their details and answers, under a fee agreed with you in advance.
- 03
You take the call
You run the conversation your way. Any advice, and the relationship that follows, is between you and the client.
An honest fit check
Who we partner with.
A good fit if
- You hold an AFSL, or you're an authorised representative of one, and you're listed on ASIC's Financial Advisers Register.
- You're currently taking on new retirement-planning clients.
- You can offer a free, no-obligation 30-minute first call.
Probably not yet if
- You're not currently licensed to give personal financial advice in Australia.
- You're not accepting new clients right now.
Straight talk about pricing.
We work on a pay-per-booked-introduction basis. There's no signup cost and no retainer, and you only pay for booked introductions.
Exact fees depend on your location and the volume you're after, so we work them out with you once we've confirmed your licensing. The fee is agreed before any booked introductions begin, and there's no lock-in contract.
Get in touch
Enquire about partnering.
Tell us a bit about your practice and we'll be in touch to confirm your licensing and talk through fees and areas.
Prefer to talk? Call Seaton on 0479 180 397.
Thanks, we'll be in touch.
We usually reply within 1 to 2 business days. Questions in the meantime? Email Seaton@MeetMyAdviser.com.au.
Good to know
Questions advisers ask us.
What is a booked introduction?
A person in your area who has asked to speak with an adviser and is booked into a time with you. A couple on the same call counts as one. If they don't turn up, we replace them at no cost.
Is there a cost to sign up?
No. There's no cost to enquire or be onboarded. You only pay for booked introductions, at a fee agreed with you up front.
How are booked introductions matched to me?
By postcode. When someone books a free call, we match them to a licensed adviser who serves their area.
Do I need to be an AFSL holder myself?
No. You can hold your own AFSL, or be an authorised representative of a licensee, as long as you're listed on ASIC's Financial Advisers Register.
What information do I get with each booked introduction?
Their name, contact details and postcode, plus their answers about confidence managing their finances, an approximate savings, super and investments range, and how they'd prefer to be advised.
Is there a contract or minimum commitment?
No lock-in contract. You can stop receiving booked introductions at any time.
What happens after I enquire?
We have a quick chat to confirm your licensing details, talk through fees and the areas you cover, and get you set up to start receiving booked introductions.