Your Consultation

At Australian Financial & Insurances services you can expect a professional and personalised service tailored to your financial needs.

 

In order to provide good advise we require preperation on behalf of our clients to get a clear understanding of your financial position. Prior to your first consultation please ensure you have the following information available for your adviser.

 

  • A list of your investments and shares

  • A list of your debts.

  • Your annual Income 

  • Monthly expenses

  • Your current Insurance & premium amounts

  • Your Will, If you don't yet have a will we can provide you with a will kit upon request.

 

Depending on what you require we can discuss with you your risk and what type of stratergy can be put in place in order for you to achieve your financial goals.

 

If you require insurance cover, your adviser will be able to create a comprehensive comparison based on your financial situation and personal information to provide you with the most suitable & beneficial cover. We understand that you have financial commitments and expenses so we will ensure the cover we provide is not only beneficial for you and your family but also suits your budget

 

We are also available to provide advice on your Superannuation and your investments within your retirement fund.

 

As part of our service we will review your circumstances and financial situation each year to ensure you are getting the most suitable financial plan & insurance cover.

 

Book your consultation & secure your future with Australian Financial & Insurance services.

© 2016 By Australian Financial & Insurance Services Pty Ltd. Lic. No 235 369

  • Google Places - Grey Circle
  • Facebook - Grey Circle

*Disclaimer

Any advice in this publication or website is of general in Nature only and has not been personally tailored to your circumstances objectives or expected outcome, please seek personal advice prior to acting on this information or please contact Australian Financial & Insurance Services Pty Ltd.

© 2016 By Australian Financial & Insurance Services Pty Ltd. Lic. No 235 369