First Step to Wealth Creation: A Financial Matchmaker


There’s no universal strategy to growing your wealth. On the contrary, people can build their empires according to their own unique financial goals. Perhaps you want to earn a passive income by owning rental properties. Or maybe your preference lies in the share market. Whatever your vision, it’s important to connect with the right financial advisors at the right time.

Finding the right expert for your wealth-creation needs

If you’re only just starting to think about your financial future, you may be confused about who you should speak to. Will your accountant help you put the right plans together? Is a broad-based financial advisor the only partner you’ll need?

The truth is that there are many different types of financial expert out there, so consulting with a financial matchmaker like Hallmark Consulting means we can help you realise your ambitions faster.

To help get you started, here are five common professionals that may be able to help you reach your financial goals.

  1. Broker

Many business owners use a broker to act as the ‘go-between’ with lenders. They work with clients to understand their lending needs, and then source a variety of lending solutions from different providers that they believe are most suitable. Just like mortgage brokers, their expertise is what will help you find with the right lender, rather than you flying blind.

  1. Accountant

Accountants mostly take care of your BAS quarterlies, annual tax returns, financial records and reports, and other bookkeeping duties. They service both individuals and businesses, and are integral to saving you time that could be better spent growing your wealth. Because they are intimately acquainted with your finances, they can also help you get tax breaks and save money in other ways.

  1. Financial advisor

A financial advisor is an expert who guides you towards making the best financial decisions for your circumstances. This may involve something as simple as household budgeting, but often includes support across superannuation, investing, retirement and estate planning, insurance and more.

  1. Property buyer

Property buyers can help you build your wealth through the acquisition of real estate. They are experts in their chosen locations, so they can help budding landlords and those with growing portfolios to find the ideal property to maximise its rental and future-sale potential.

  1. Private funder

In contrast to general business loans, a private funder helps clients get funding through non-traditional lenders. That usually means setting up loans from private investors (e.g. angel investors), venture capitalists and boutique lending firms.

Get support from the experts

The beauty of partnering with Hallmark is that we can sit down together to understand your individual goals and financial aspirations. From there, we can connect you with the right people for your needs.

“It can be hard to do everything yourself when it comes to building your wealth,” says Daran Thomson, Managing Director at Hallmark Consulting. “Our experts will get to know you and your business and then connect you with the financial experts who will help you proactively chase your goals. Because when it comes to your money, you want to be sure you’re working with reputable experts who will genuinely support you.”

Not all finance professionals are created equal. If you want a financial matchmaker who can connect you with the ideal expert for your wealth-creation dreams, contact Hallmark Consulting Finance today or call 1300 135 295.