The Financial Planning Association of Australia (FPA) has launched the new Match My Planner online matching service to help Australians find a Certified Financial Planner (CFP).
It used a UX-based research approach which matched people online with a CFP professional, based on a personalised profile of money, life goals and location.
Match My Planner asked consumers a few easy questions to discover their financial goals, demographic information and the number of planners they wanted to hear from.
Then CFP professional FPA members who had downloaded the app would get a notification and respond if they believed their services would be a fit.
The FPA had previously launched the location-based Find a Planner directory, but research revealed consumers wanted filters for trust, comfort, tailored recommendations, rapport, impartiality and reputation.
Dante De Gori, FPA chief executive officer, said this was a game-changer for how people would connect with financial planners, making it easier to do so on their own terms.
“It’s a new economy, a digital economy, where consumer expectations and technological possibilities have shifted,” De Gori said.
“The previous Find a Planner tool is heavily based on geographic location. Research confirmed our hypothesis that it’s an important decision criteria but not the primary one.”