Our Advice

At Financial Life we start by discussing your future goals and your current financial situation.  We then use our expertise to define exactly what your requirements are and develop a plan to help achieve your goals.

Once we have the plan developed we make a time to meet with you to present our recommendations.  At this meeting we encourage you to ask as many questions as you need. Our goal is that you are completely comfortable with the proposed recommendation.

We then help you to implement the recommendations.  This may include directing you to gather medical, financial details or family information.

At Financial Life we pride ourselves on staying in contact with our clients on a regular basis so at any stage if things change - as life does - we can review your situation.  This review process is discussed with you and tailored to your requirements.

How we help at claim time

Firstly, we ask that you contact our office so we can organise to meet with you and start the claim process.  We help by making contact with Medical Practitioners to request reports and paperwork that we will need to support your claim.  Essentially, all you need to do is call us.

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How we charge out

At Financial Life we have no upfront fees.  We recommend several insurance companies based on the clients needs.  We are paid directly from the insurance companies.

We offer you the help you need today which can be built on in the future. 

We will do this by:

  • Helping you work out your goals and current financial position.
  • Guiding you through deciding what’s important to you now. 
  • Considering the right options for you and then giving you our recommendations and advice.
  • Showing you how to take advantage of the features and benefits of financial products you may already own.
  • Helping you with any application process and paperwork.
  • Discussing ongoing service options with you.
  • Helping you stay motivated and focused to reach your financial goals – whatever they may be.
  • We explain any costs up front and payment options.

Our Advice

To find out more please phone Adam Stewart on (07) 4639 1268.

Financial Life Pty Ltd (ACN 107614415) is an authorised representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee

AMP

DISCLAIMER
Any general advice in this information does not take account of your personal objectives, financial situation and needs. Read the relevant Product Disclosure Statement before acquiring any product mentioned on this website.