Navigation & Support
Educate • Advice • Support
Navigating & Support
When you need us, we’re there
Fintor’s Support Offering…
Finhub
Live Chat
Financial Courses
Fintor Rewards
Mentor Access
Insurance Tool
Efficiency makes for Happy CLIENTS
Fintor Memberships & Benefits
Kick Start
Free
Digital Advice & You
Coming Soon
Interact
$99.00 Per Month
| Membership Level | Kick Starter | Interact |
|---|---|---|
| Live Chat | ||
| Live Chat – Office Support | Included | Included |
| Live Chat – Adviser Support | Included | Included |
| FinHub – Wealth Portal | ||
| Goals & Objectives Tracker | Included | Included |
| Cashflow Reporting | Included | Included |
| Budget Management | Included | Included |
| Net Wealth Reporting | Included | Included |
| Property Evaluation | Included | Included |
| Car Value Report | Included | Included |
| Live Data Tracking | ||
| Data Tracking | One request per annum | Daily |
| Office & Adviser Support Meetings | ||
| Office Support & Administration | 20 Minutes | up to 5 hours |
| Adviser Access | 10 Minutes | up to 40 minutes |
| Advice Fee Discounts | ||
| Review Appointment Fee | N/A | 50.00% Discount |
| Review Advice Fee | 10.00% | 25.00% |
| Membership Level | Kick Starter | Interact |
|---|---|---|
| Live Chat | ||
| Live Chat – Office Support | Included | Included |
| Live Chat – Adviser Support | Included | Included |
| FinHub – Wealth Portal | ||
| Goals & Objectives Tracker | Included | Included |
| Cashflow Reporting | Included | Included |
| Budget Management | Included | Included |
| Net Wealth Reporting | Included | Included |
| Property Evaluation | Included | Included |
| Car Value Report | Included | Included |
| Live Data Tracking | ||
| Data Tracking | One request per annum | Daily |
| Office & Adviser Support Meetings | ||
| Office Support & Administration | 20 Minutes | up to 5 hours |
| Adviser Access | 10 Minutes | up to 40 minutes |
| Advice Fee Discounts | ||
| Review Appointment Fee | N/A | 50.00% Discount |
| Review Advice Fee | 10.00% | 25.00% |
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