Page 7 - Recruitment Brochure-2019-Nov
P. 7

FULLY INTEGRATED FINANCIAL SERVICES MODEL





                     Full range of financial services offered


                     •  Specialists exist in the business for each of the services
                        (eg. Financial Planner, Mortgage Broker, Commercial Broker)
                     •  Documented customer service processes are in place
                     •  Marketing systems are in place
                     •  Joint ventures may exist with key referral partners
                     •  Business typically exists out of a fully branded environment


                     FINANCE              INSURANCE           WEALTH


                     •   Residential            •  Personal Protection     •  Superannuation
                     •  Commercial              •  Business Insurance      •  Wealth Protection
                     •  Equipment               •  General Insurance       •  Debt Reduction
                     •  Car & Personal          •  Vehicle Insurance       •  Estate Planning
                     •  Construction            •  Health Insurance        •  SMSF
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