- personal risk insurance
- investment planning, and
- business insurance.
- After you submit an online inquiry for advice, you can expect a call back from us within 1 business day.
- Your initial consultation with a financial planner, which is part of our ‘fact-find’ process, will take approximately 60-90 minutes.
- Your advice document will take between 2-4 weeks for research and preparation.
- Your advice appointment, at which your financial planner will walk you through your advice document and explain your options, will take approximately 60 minutes.
The performance indicators do not include sales revenue and the short term incentives have no link to the commission received from product providers or the fee amount you may pay for the advice they provide.