What is personal insurance advice and who should get it?
Personal insurance advice is professional advice given by a financial advisor or consultant before you take out insurance. An experienced insurance adviser can advise you on how you can save money, accumulate wealth and plan for your retirement, to ensure that you and your family are protected against financial hardship.
Insurance advice gives you all the information you need to make an informed decision before committing to an insurance policy. An insurance adviser will assess your current financial situation and advise you about which insurance policies would be the most beneficial to you and your family.
While many Australian insurance providers give their clients insurance advice, they are limited by the insurance polices that they offer and are motivated by upsells, so you may end up with polices you don’t need. By entrusting a qualified insurance adviser, you can create a personalised insurance plan that suits your personal circumstances and financial needs.
What are the benefits of personal insurance advice?
By receiving personal insurance advice through a certified Australian financial planning institution, you will receive:
- A certified insurance adviser who places your interests above those of an insurance provider
- A personal insurance plan that protects the financial needs of you, and your family
- Access to Australia’s top insurance providers
- A comprehensive understanding of your insurance policies
- A breakdown of the benefits and limitations of each type of insurance
- Guidance through personal insurance planning and applications
Looking for professional personal insurance advice?
Guardian Group is committed to providing personal insurance advice to customers throughout Australia. We understand that everyone’s financial needs are different. That’s why each personal insurance plan we design is customised to best suit you and your family’s individual circumstances. Whether you’re looking to take out basic cover, or want to protect you family from all contingencies, the financial advisers at Guardian Group are here to help. So, if you need assistance navigating insurance policies, or choosing the right type of insurance for your family, then contact us today.