Get Advice

What information will I need to provide to receive personal advice ?

To give effective advice we will need to collect information (in a Fact Find) about your:

What advice will I receive?

You will receive a Statement of Advice setting out:

Get Personal Advice.....

Risk Insurance Advice

As well as providing Do It Yourself insurance using our Compare Quotes Online facility, Insurance Watch has qualified advisers (Authorised Representatives) who can provide personal advice services for risk insurance on request.

This service will suit you if you:

  • Think you need insurance but you're not sure what type or how much
  • Don't mind filling out a Fact Find listing your personal assets/liabilities, income and expenses
  • Would like to speak to an adviser who can help you decide on your insurances
  • Are available for interview over the phone

What is Personal Advice?

Personal advice aims to take into account your personal objectives financial situation and needs. To effectively provide personal advice on risk insurance an adviser needs to "Know the Client" and for this reason we need to determine your relevant personal circumstances before making any recommendations.

You will be required to complete an online Fact Find detailing your personal and financial information. After you have submitted this information to Insurance Watch an Authorised Representative will contact you to discuss your options. Recommendations will be given on type of cover, level of cover and product selection for life insurance (including TPD), trauma insurance and income protection although you can request that we restrict our advice to product selection only. To find out more about the services we can offer read our Financial Services Guide.


Proceed with Personal Advice

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