Do you need help determining your insurance needs and/or choosing an insurance policy?
By completing our online Fact Find you can receive personal insurance advice from one of our experienced advisers. Please note that Insurance Watch does not charge any advice fees.
What is Personal Insurance Advice?
Personal insurance advice takes into account your personal objectives, financial situation and needs and provides recommendations on type of cover (e.g. Life, TPD, Trauma and income protection insurance), amount of cover and product selection.
In order to provide effective personal advice and act in their client’s best interest an adviser needs to “know their client”. We therefore need you to complete our online Fact Find to provide some personal and financial information so that we can assess your situation. After you have submitted your Fact Find an Insurance Watch adviser will contact you to discuss your insurance options.
The Insurance Watch 10% cashback offer will apply to any new policies taken out.
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:
- Personal details
- Family members
- State of health
- Current insurances
- Your insurance objectives
What advice will I receive?
You will receive a Statement of Advice setting out:
- Summary of your situation
- Your primary objectives
- Your Life Insurance Needs
- The scope of the advice
- Product Recommendations
- Remuneration Disclosure
- Action to Proceed