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