The FPA has launched a dating app style service to match Australians with a planning professional to help them meet their money and life needs.
The Financial Planning Association of Australia has launched the Match My Planner online service to connect Certified Financial Planner professionals with clients.
The platform, available on the FPA’s website, uses a UX-based research approach to match people online with a professional based on a personalised profile with money and life goals.
Match My Planner determines a consumer’s financial goals, demographic information and the number of planners they wish to talk to before sending out the profile to relevant FPA members.
FPA chief executive Dante De Gori said the service was empowering Australians by giving them an easier way to search and find a CFP professional on their own terms.
“We believe this new interactive matching service is a game-changer for how people connect with financial planners that hold the highest available designation for their profession,” he said.
Every consumer is different with their own goals and circumstances, said Mr De Gori, and this service would connect consumers with the best planner for their economic and lifestyle situation.
“The new Match My Planner online service ticks more of people’s boxes, and also focuses more exclusively on connecting consumers with the highest level of qualification currently available in Australia,” he said.
The previous location based Find a Planner directory has been successful for the FPA but consumers were wanting a more personalised service that fitted their needs.
“It’s a new economy, a digital economy, where consumer expectations and technological possibilities have shifted,” said Mr De Gori.
“The previous Find a Planner tool is heavily based on geographic location. Research confirmed our hypothesis that it’s an important decision criterion but not the primary one.”
The service was initially launched late last year but it is now in full service across the FPA network.
Eliot Hastie is a journalist at Momentum Media, writing primarily for its wealth and financial services platforms.
Eliot joined the team in 2018 having previously written on Real Estate Business with Momentum Media as well.
Eliot graduated from the University of Westminster, UK with a Bachelor of Arts (Journalism).
You can email him on: [email protected]
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