We continually look for better ways to help our clients, friends and supporters navigate through the complex system that is Financial, Investment and Insurance Services in Australia.
Whether that's through organising preferential treatment for speedier telephone interviews, expediting claims or simply cutting through red tape by continually advocating for our clients best interests; our experience proves the right connections matter.
( If you like detail this next section is for you; otherwise, feel free to skip this paragraph)
Did you know that financial advisers are only allowed to make recommendations for their clients from an approved list of product suppliers? The bigger the list the wider the range of available suppliers, but the more work is required to keep up with changes (and the more expensive the professional indemnity insurance premiums become for the adviser's business).
That's one of the main reasons why most advisors only work from a restricted product list. Advisers who are employed by a bank or industry super fund are equally restricted to selling their own brand of products (but we're sure their marketing department would try and disagree).
Below you can watch our Consumer Insights video by our senior adviser Drew Browne explaining the importance of having a financial adviser wits access to an open approved product list, and the ramifications of being stuck with an adviser who is restricted to a limited approved product list.
An interesting and unashamedly controversial look at one of the untalked about realities in financial advice - the key to knowing if your adviser is really able to give you the best financial advice.