Professional panel · coming soon
We’re looking for professionals to join our future panel
MyFinancialFuture is a free tool that helps Australians model their financial future. Right now every feature is free and we don’t pass anyone’s details on. Later, we plan to connect users who ask for help with one licensed professional per field. Register your interest to be considered first.
How it works
- 1
Australians model their finances
Users build a free, detailed lifetime projection — income, expenses, property, super, ETFs, debt recycling.
- 2
The tool surfaces opportunities
Our rules engine highlights where a professional adds value and names the right kind of specialist for each — never a product.
- 3
You receive consented enquiries (once the panel opens)
When the panel opens, users who ask to speak to a specialist will have their consented contact details routed to the category-matched partner.
Who we’re looking for
Mortgage brokers
Refinance, offset, fixed-rate-expiry and mortgage-free-retirement opportunities.
Financial planners
Super contributions, debt recycling, FIRE feasibility, retirement income, early-retirement bridging.
Tax accountants
Negative gearing, CGT timing, Medicare Levy Surcharge, income-structure questions.
Buyer’s agents
First-home buyers, rentvesting and property-portfolio expansion candidates.
What enquiries will look like
Genuine intent
The user has already done the work — built a plan and seen the numbers. They’re asking to talk, not idly browsing.
Category-matched
Each enquiry is routed to the right speciality, so you only hear from people relevant to your service.
Context included
Enquiries carry the opportunity context (e.g. “mortgage-free retirement”), so you start the conversation informed.
Compliance-first
We provide general information only and never give product advice — your role and licensing stay clearly yours.
How partnering works commercially
We take one partner per category, so there are never more than four partners in total. The panel isn’t open yet. When it opens, partnering is free while we prove the quality of the enquiries. After that it is a flat monthly fee, waived in any month with fewer than three enquiries. Fees never depend on a sale, settlement or conversion, and there is no commission share. We tell users that partners pay to take part and how many partners there are.
Compliance & eligibility
MyFinancialFuture provides general financial information only and does not hold an AFSL or give personal financial or credit advice. We act as a referrer: we connect interested users with licensed professionals. Partners must hold the appropriate Australian licence or registration (AFSL/authorised representative, ACL/credit representative, registered tax agent, etc.). Any referral arrangement and fees are disclosed to consumers as required. We verify credentials before routing enquiries.
Frequently asked
Is there a lock-in contract?
No lock-in — you can pause or stop any time. We’ll cover the commercial details with you directly when you apply.
When does the panel open?
The tool is free for everyone while we build traffic. We expect to open the panel in about six months. Registering now puts you first in line for your category, with no commitment.
How will enquiries be delivered?
By email as soon as the user submits, with their consent record and the context that prompted the enquiry.
What if a lead’s details are invalid?
Report it and it won’t count towards your monthly enquiry total. We only want you hearing from genuine, contactable people.
Do you give my clients financial advice?
Never. The tool is general information only and never names products or uses advice language — the advice relationship is entirely yours.
Do I need to service all of Australia?
Yes. We take one partner per category nationally, so you need to be able to help clients anywhere in Australia, remotely where needed.
Register your interest
Tell us about your business. We’ll be in touch before the panel opens to check your credentials and talk it through. There’s no commitment and no payment details needed.