Provides Insurance needs for families and parents Australia Wide.
Brisbane, Queensland
I started my advice business in 1992 as a multi-agent after a traineeship with National Mutual. Over the years, I’ve worked with seven different practices and licensees in different roles as a financial adviser. This has given me a raft of experience to assist my clients and what I do compliments my other role as a finance/credit representative.
Sustainable Life Solutions has made a total difference to the way I run my business. Their advice process and the presentation of options to the client makes it easier to do business. The compliance process is good value and I found the technology driven general advice platform to be easy to use and its professionally developed. They have access to Australia’s leading insurers and that’s great for my clients.
I’ve always been focused on parents and families. They need life insurance advice to help plan for the future as they’re working hard to pay off a mortgage and to provide for their families.
Some of the memorable parts of my work involve getting a claim paid. It’s easy to get attached to your clients in tough emotional times so whether they receive a lump sum payment for a serious illness or a short-term Income replacement payment, it makes my job worthwhile.
Southeast Queensland. I have also clients in the Brisbane, Gold Coast and Sunshine Coast region.
It’s to ensure that they have the basic level of Life and Total and Permanent Disability cover to prepare themselves for the unexpected.
I use a simple approach and that is – “I aim to provide a general idea of life insurance options available to you. You’ll need to work out what’s appropriate for you.”
Majority of the people I’ve worked with under general advice are pleased with how easy it is. They don’t have to complete a bunch of forms and answer a lot of personal questions. General advice is a simple process and we use the same insurance companies products as they would receive from personal advice.
The only difference is that we give a General Advice Warning to new clients about the appropriateness of our advice based on their circumstances.
