Life Insurance
Health Insurance
Critical Illness Insurance
Permanent Dissability Insurance
Income Protection
Key Person Insurance
Business Expense
Mortgage Protection Insurance
KiwiSaver
Investment Advice
Managed Funds
A good financial adviser gets to know you. They work with you to set your financial goals and make a plan to help you achieve them.
A thorough understanding of your circumstances, objetives and goals supports the best product selection and price. The Adviser will then present recommendations for your review and approval. The implementation process will include the application with the insurance providers and the underwritting.
Once your insurance is in place, you will meet with your advisor each year to review your covers and suitability.
establish relationship
your circumstances,
objectives and needs
analysis and product
selection
present recommendations
implementation
monitor and review
Copyright © 2020 Grant Flooring- All Rights Reserved
Copyright © 2020 Grant Flooring- All Rights Reserved
Copyright © 2020 Grant Flooring- All Rights Reserved