Taking the time to discuss your current position and your plans for the future
with your financial adviser will help you to break down your short, medium and long-term objectives
into manageable goals and create a considered and effective plan to manage these specific areas.
How can a financial adviser help me?
Not all insurance policies are the same, for instance some have additional, and included, benefits
and features. Your adviser can help you find the right policy for you. Your financial adviser can help
you navigate the market to find the right solution to meet your needs.
By looking at your income, your debts, and your family's circumstances, your financial adviser
can help you get the right cover - and the right structure - to meet your needs and your budget.
Your financial adviser will help you by:
- recommending the right type - and amount - of cover
- completing the application form with you
- liaising with the insurer during the underwriting process.