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FAQ · Financial planning

Financial planning questions, answered

Short answers to what people in Brisbane ask us most. Shay has been an authorised adviser since 18 October 2011 and is an Authorised Representative (AR 000412776) of Financial Force Pty Ltd, AFSL 238337. FinForce is authorised under Financial Force Pty Ltd AFSL 238337 (CAR 001241242).

Common questions

Where are you based?

Level 7, 190 Edward Street, Brisbane City QLD 4000. Monday to Thursday, 9am to 5pm, in person or online.

Who is FinForce licensed through?

FinForce is authorised under Financial Force Pty Ltd AFSL 238337 (Corporate Authorised Representative 001241242). Shay is Authorised Representative 000412776 and has been authorised since 18 October 2011.

How much does financial advice cost?

Every fee is set out in writing before you commit. See how our fees work.

Is the first meeting free?

The first chat is to see if we are the right fit. It is not advice yet, and there is no obligation.

Do you only advise people in Brisbane?

No. We meet in the Brisbane CBD and online, and advise clients across Queensland and Australia.

Can you help with my super?

Yes. See super advice and SMSF advice.

Can you help me plan retirement?

Yes. See retirement planning in Brisbane.

Do you help business owners?

Yes. See financial planning for business owners.

Do you arrange loans?

FinForce doesn’t provide credit assistance. Lending is arranged through Financial Relationship Management Pty Ltd, a Credit Representative of Money Quest Australia Pty Ltd, ACL 487823. See lending.

How do I complain?

Contact us first, or Financial Force on (07) 3210 0244 or compliance@financialforce.com.au. If unresolved, contact AFCA on 1800 931 678.