Why join?

Individuals

Click here to view and download the PDF for INDIVIDUALS

Finchat for members offers easy access to tools that help you increase and protect wealth. You can do your own financial health check and have any written advice reviewed from a compliance point of view.

Advisers

Click here to view and download the PDF for ADVISERS

Finchat for advisers offers quick access to tools and articles reducing your research time. The online fact find helps onboarding clients and analyzing their needs. Clients can do an online health check.

Fund members

Click here to view and download the PDF for FUND MEMBERS

Finchat for fund members improves member’s financial literacy and engagement with their fund. Members can do an online health check and submit it to the intra fund adviser.

Signing up comes with an automatic seven day free trial, after which you are billed. If you would like a different trial period contact us at contact@finchat.com.au