Having an insurance claim accepted for a client is one of the most satisfying parts of the job when you’re a financial advisor, particularly when it helps a grieving family. There are many ways financ …
By the end of the process Simon was thrilled with the results and felt that he was finally in control.
Getting you set up for super success.
Simon Blackford* had five different superannuation funds, all with insurance, and he was paying multiple fees. As a result, he felt disorganised and feared that fees were eroding his long-term plan for the future.
We reviewed Simon’s superannuation policies, compared them to the market, and identified a single fund that was more suitable. We also recommended replacing his existing insurance, consolidating everything under one provider.
Simon was concerned that should he pass away or be disabled, his wife would need to approach five different providers in order to claim. Luckily Simon had no existing health concerns, otherwise another strategy would have been required.
Simon completed a risk profile and we invested his funds in an investment he selected himself, not one selected by default. We also ensured his estate planning matters and beneficiaries were set up correctly.
By the end of the process Simon was thrilled with the results and felt that he was finally in control. We have set out a review calendar for him and will be keeping him on track so that his retirement financial goal is within reach.
We can play a vital role on your path to financial security, from helping you plan for the lifestyle you want, to connecting you with the options that are right for you. We’ll assess your current situation and work with you to identify your financial goals and objectives, and establish the level of risk you’re comfortable taking to achieve your goals.
We don’t set and forget. Things change, and so does our view on where the best investment opportunities are.
* Client’s names have been changed to protect confidentiality.