Find a Financial Planner or Life Insurance Adviser
Some people are quite happy to wade through the maze of life insurance jargon and associated tax implications in an effort to put together a D.I.Y. life insurance plan. Most of us, though, live a complicated family lifestyle that requires the skill of a financial planner to advise us on what’s best for our own individual situation. After doing your research on life insurance and income protection – there are plenty of helpful articles on our website – seeking out specialist advice is the next move. The planner or adviser you choose should be accredited as an authorised representative of a dealer group that has an Australian Financial Services Licence (AFSL). How do you get onto a financial adviser?Firstly, ask around. Your family members or friends may have some suggestions. Your bank or accountant may also suggest someone. The whereabouts of a licensed financial planner or life insurance adviser is not immediately obvious to many people. That’s why CANSTAR CANNEX has stepped in. We’ve created a service to put you in touch with a financial adviser near you.It’s quick, easy and best of all, absolutely free of any obligation. When you click on the link below, you will be asked some basic information. This allows us to match your information to an adviser near you who will phone or email you, as you choose, within about 48 hours. You then have the option of discussing your situation and needs at a face-to-face meeting, on the phone or via email if you prefer. This is an obligation-free meeting which gives you the opportunity to talk to an expert in life insurance. You can rest assured, too, that your information won’t go anywhere else. It will be treated as strictly private and only used for the purpose of putting you in touch with an adviser that services your local area. Life Insurance ... |
Australia | New Zealand
