Our Insurance Policy CUSTOMIZED We believe it is essential that our analysis and research is customised to each client. The detail can be extremely important when it comes to insurance cover and this is why we conduct a detailed process. ACCURATE We value accurate amounts of cover, so you are not over insured. We research a range of providers to …
Continue ReadingWith a Royal Commission into the finance industry just around the corner, it’s important now, more than ever, to obtain accurate financial advice. We’ve created a list of go-to questions to ask before partnering with a financial planner. Traditionally, the local Bank Manager was seen as the oracle of all things financial. Our parents would look to the Bank Manager …
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Buying Life Insurance is no easy task. It raises a lot of uncertain questions that leave us wondering what we need to do to make it easier for our loved ones should anything unexpected occur. Here are the four most common mistakes that people make when buying life insurance; 1. Chasing the best price, and not the best cover Let’s …
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According to the financial planning lobby, Australia’s largest banking institutions may be taking advantage of consumer confusion over the term “general advice” to sell products via staff that are not qualified advisers and have no legal requirement to put customers interests first. According to the watchdog, general advice fails to take into account the consumer’s personal situation, while personal advice …
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A step-by-step guide for Parents who are acting as Guarantors With today’s property prices, first home ownership is becoming harder and harder to achieve. Too often, we’re finding that parents want to help their children achieve their home ownership dreams, but are worried about how it may affect them financially. The risks appear to outweigh the benefits and parents are …
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Next time a friendly bank staff insists on helping you with your money, consider this:75% of the advice given to customers wasn’t in the clients best interests. This startling figure comes from a recent review of the financial advice offered from the big four banks by the Australian Securities and Investment Commission (ASIC). Even more startling: 10% of advice was …
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