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discuss your personal situation in more detail with a professional adviser

Gain clarity from financial advisers and mortgage brokers.

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‘get help’ here

the process

  • click ‘get help’

  • submit the form

  • reviewed within 8 hours

  • connect, as I introduce you via email to a trusted professional

  • they’ll reply with a calendar link so you can book a time directly.

Infographic explaining a step-by-step process with numbered steps, icons, arrows, and text. The steps are: 1. click get help, 2. submit, 3. we review, 4. we connect, 5. they connect.

the process

  • click ‘get help’

  • submit the form

  • reviewed within 8 hours

  • connect, as we introduce you via email to a trusted professional

  • they’ll reply with a calendar link so you can book a time directly.

A black and green graphic illustrating a step-by-step guide with a blue hand icon pointing to a clickable link, accompanied by text that says 'click get help' and 'Give us a snapshot of what you're after'.
Step 2: Blue icon of a form with a submit button and a hand clicking it, with the word "submit" underneath.
Number 3 with a magnifying glass icon over a checklist, indicating review process, and text stating 'we review within 8 business hours'.
Step 4: We connect - An icon of two interconnected links, symbolizing connection, with a brief description that says, "We will introduce you via email to a trusted professional."
Icon of two hands shaking with someone giving a calendar link, text indicating step 5: 'they connect' and a description about replying with a calendar link to book a time.
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learn more

What’s the process?

If you would like to discuss your personal situation in more detail with a professional adviser or mortgage broker click ‘get help’. I’ll ask you for some basic information and then align you with a professional on my panel to suit.

I will not ask you for your personal bank account details, account numbers, tax file numbers, address or date of birth etc. I only need a high level idea of your situation. This high level information will be passed on to the professional I introduce you to so they can have a snapshot of your situation. I will not ask for any information that is sensitive under the Privacy Act 1998 (Cth).

The advisers on my panel align with my own philosophy and beliefs, work Australia-wide and are primarily online advisers to give you the most flexibility.

They will offer you an initial phone call or Zoom/Teams meeting at no cost to ask about you, explain their process and to see if they can add value! If you decide to engage with them, they will be clear on any costs associated before you do so.

You are in good hands. Let me know how you go!

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get help

Seeing a trusted adviser is beneficial when:

  • you want to invest for the future

  • you are looking to start a family and need to ensure they are protected if the worst happened

  • you need help with setting up a good cash flow plan

  • you think: ‘I earn too much to feel this broke’

  • financially speaking, you feel like your life is a mess!

  • you have a million super accounts and don't know where to start

  • you have been told you need income insurance and you want more information

  • you don’t have a mortgage broker and would like your existing mortgage reviewed

  • you are looking to buy your first home or investment property.


While you do not always need an ongoing relationship with a financial adviser or broker, a great adviser or broker will be of immense value to you from time-to-time for specific things.

when should you speak to one of my trusted advisers or brokers?

our trusted professionals

An approved and trusted adviser or mortgage broker must meet the following requirements…

  • The adviser’s advice & broker’s business philosophy align with Glen’s own style of money teaching.  

  • They must be registered on the financial adviser register with the Australian Securities & Investments Commission & have no banning or disqualifications recorded (if a financial adviser).

  • The financial advice principal in the business must have been an authorised representative (licenced adviser) for at least 5 years (Glen likes people to have practical experience).

  • They are able to help people online & remotely all over Australia (can use tech).

  • They are happy to have a complimentary 15 min chat via phone about how they may be able to help you, and explain their process with no pressure to proceed.

  • They have the heart of a teacher and not a salesperson.

  • The have a clear and easy to understand fee model.

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‘I love to hear how members of our community find the referral experience - let me know how it goes!’

- Glen James

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