Personal advice focused on your specific needs

Advice that provides you with personalised advice, taking into account your financial situation, objectives and needs, on personal life insurance, superannuation or personal investment.

Who is it for?

Personal financial advice on specific needs is for anyone who:

  • Is seeking particular guidance with their personal insurance, superannuation or investments

  • Does not need comprehensive personal advice

This type of advice provides you with recommendations on personal insurance, superannuation or investments that are tailored to your situation, helping you and your family get appropriate protection and grow your wealth. Personal advice is for individuals and their families but doesn’t include advice to trusts, companies or self-managed super funds.

What should I expect?

You can call us for a preliminary conversation to discuss your needs at no cost to you. You will be advised of any fees or applicable costs before proceeding. If you’re happy to proceed, a financial adviser will review your situation.

Your adviser will also arrange a second appointment to discuss their recommendations with you. Further phone calls may be required when putting your policy into place.

How should I prepare?

You can prepare for your call by having some simple details on hand such as:

  • Details of any existing insurance policies (including those held inside superannuation)

  • Details of your financial assets and liabilities

  • Details of your income (such as pay slips) and expenditure

How much will it cost?

There is no cost to you for the first consultation with no obligation. 

You will be advised of any separate fees or applicable costs for advice or products before proceeding.

Need help understanding your financial options? Speak to your adviser or contact us today

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