Find a Financial Adviser

Speak to a financial adviser near you for valuable advice on life insurance as part of a wealth plan.

Find a financial adviser

If you would like to speak to a financial adviser about your options, fill out your details below. We can help you find a financial adviser near you that best suits your needs.

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What you need to know

By getting to know you and the future you’ve planned, an adviser can make an insurance recommendation that’s personalised to you. This can be the beginning of an ongoing relationship with you, so a financial adviser can make sure your cover changes as your life does.

Most of us wouldn’t think twice about going to a mechanic for our car, or to a doctor to talk about our health. But when it comes to personal finance, up to 80% of Australians have never seen a financial adviser.

A financial adviser is a qualified professional who works with you face-to-face, to assess your financial situation and identify your goals. By knowing where you want to go in life, an adviser can provide strategic advice and design a wealth creation plan to help you get there.  

Of course, your plan for the future is only as good as your ability to pay for it. So a financial adviser will also research the market and find the right life insurance for you, to protect the life you’ve planned for.

 

They can also provide tailored recommendations on:

  • the right amount of cover for your lifestyle;
  • the best way to structure your policy;
  • whether to have insurance cover inside or outside of super;
  • high cover requirements for people with significant financial obligations;
  • how to navigate the underwriting process; and
  • what to do at claims time.

As part of their ongoing relationship with you, a financial adviser can also conduct an annual review of your life insurance, to check if your insurance products and level of cover still match your lifestyle. Access to financial advice in Australia, ASIC, Report 224, December 2010. 

 

Financial Advice Benefits

Most of us wouldn’t think twice about going to a mechanic for our car, or to a doctor to talk about our health. But when it comes to personal finance, up to 80% of Australians have never seen a financial adviser.

A financial adviser is a qualified professional who works with you face-to-face, to assess your financial situation and identify your goals. By knowing where you want to go in life, an adviser can provide strategic advice and design a wealth creation plan to help you get there.  

Of course, your plan for the future is only as good as your ability to pay for it. So a financial adviser will also research the market and find the right life insurance for you, to protect the life you’ve planned for.

 

They can also provide tailored recommendations on:

  • the right amount of cover for your lifestyle;
  • the best way to structure your policy;
  • whether to have insurance cover inside or outside of super;
  • high cover requirements for people with significant financial obligations;
  • how to navigate the underwriting process; and
  • what to do at claims time.

As part of their ongoing relationship with you, a financial adviser can also conduct an annual review of your life insurance, to check if your insurance products and level of cover still match your lifestyle. Access to financial advice in Australia, ASIC, Report 224, December 2010. 

 

What is involved?

What to bring to your first appointment

  • Information about your personal circumstances, such as your job, marital status, kids or dependents and financial goals.
  • Details about your assets. For example, the value of your home, savings, superannuation, car and investments. 
  • Details about your debts including mortgages, loans and outstanding credit card balances.
  • Information about your income and expenses. Pay slips, bank and credit card statements will help the adviser get a snap shot of your finances. 
  • Information about any existing insurance cover.
  • Your financial adviser will also help you complete a medical and lifestyle questionnaire, as part of your application.