Working across Australia with singles, families, small and large businesses with a focus on the rural sector.
Toowoomba, Queensland
I have over 37 years of experience as a Financial Adviser specialising in delivering personal protection insurance.
I have found Sustainable Life Solutions to be a unique offering in the ever-changing financial services industry. They provide access to an extensive approved product list allowing our clients to make an informed decision on their insurance requirements.
The general advice technology platform that Sustainable Life Solutions uses has revolutionised my business with its efficiencies and ease of operation. The platform was fully developed by Sustainable Life Solutions, specifically to suit General Advice and I get full support from their in-house team of experts.
I work across Australia with singles, families, small and large businesses with a focus on the rural sector.
Throughout my education process with clients, I’ve enabled them to construct their own Life Insurance Protection Package that is suitable for their own unique situation. With families, farming and businesses, clients are looking for their ongoing succession which is often funded through a suitable life insurance package. During the education process, I find that my clients tend to embrace their involvement and have a greater understanding and ownership of their insurance outcomes.
National
When considering life insurance cover, clients should consider any future changes that may cause a financial consequence such as illness, injury or death. Changes can also include getting married, birth of a child/children, debt, schooling expenses, increasing debt or other unforeseen circumstances.
I offer my clients professional assistance to secure their Life Insurance Protection Package and I ensure that the process continues with support and management of renewals and claims. The claims process can be daunting and with my assistance and interaction with the insurance company, my clients can concentrate on their recovery or grief.
When speaking with clients that are considering general advice, I suggest that they be mindful of the risks that have potential to impact their future.
