General Advice Defined
General advice is financial information delivered in a way that is informative to a client, but does not take their personal needs or circumstances into account.
A client who is actively looking for life insurance, will receive information on that specific topic, but not specific to them.
A technology driven General Advice model
You will have access to the most advanced general advice platform and a team of experts who will support you. Empower your customers to make informed financial decisions without the need for advice through our platform that allows you to provide advice in 30 to 90 minutes from beginning to end.
Our success stories
We’ve delivered a new approach to providing general advice with our platform and model and helped advisers on their journey to build successful businesses. Learn how they’ve thrived in general advice.
