In short
Meet My Adviser is based in Greenslopes, Brisbane. We introduce people preparing for retirement to licensed financial advisers for a free 30-minute call, in person, by phone or on Zoom. Advisers pay us for each booked introduction; the call costs you nothing.
How it works in Brisbane
- Tell us a little. Your postcode, how confident you feel with money, a rough idea of your savings and super, and how you'd like to meet.
- We check and match. We find a licensed adviser who works in your part of Brisbane, has time for new clients, and is listed on ASIC's Financial Advisers Register.
- Talk it through. A free 30-minute call or meeting. After that, you decide whether to go further.
Why a local adviser
Some people like to sit down with an adviser face to face, especially for something as big as retirement. A Brisbane adviser can meet you in person if you want to, and still do phone or Zoom if that suits you better.
Checking a Brisbane adviser yourself
You can search ASIC's Financial Advisers Register by postcode to see registered advisers near you. Moneysmart notes the results are randomised, not ranked, so it won't tell you who suits you. That's where we help. How to check an adviser.
Before you meet
Common questions
Can I meet a financial adviser in person in Brisbane?
Yes, if you'd like to. When you book, tell us whether you prefer in person, phone or Zoom and we'll match you with an adviser who offers it.
Does the call cost anything?
No. The 30-minute call costs you nothing. Advisers pay Meet My Adviser a flat fee for each booked introduction.
I'm outside Brisbane. Can you still help?
We're starting in Brisbane and expanding. Phone and Zoom calls work wherever you are, so get in touch and we'll tell you honestly whether we can help.
Want to talk it through with a licensed adviser?
Book a free 30-minute call by phone, Zoom or in person. Advisers pay Meet My Adviser a fee for each introduction. Any advice you later choose to get is charged by the adviser, who must explain their fees first.
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