Viewing entries tagged with 'afrm'
A 69 year-old single father and GP has received a $562,000 payout after being diagnosed with prostate cancer, thanks to the advice of AFRM adviser Theo Holland.
We have a quick chat with Sydney-based AFRM adviser Dave.
Recently the Australian Investments and Security Commission (ASIC), the regulator of the financial services market, produced a “targeted” review of the retail life insurance advice sector. Whilst the whole industry may suffer a decline in the level of consumer confidence from the findings, I saw the headline and immediately saw how well this positions AFRM and our advice process. It confirms risk advice is a highly specialised area and the best advice is provided by specialists like AFRM.
Posted by Damien Jones – GM Services
Whilst some results were pleasing, you told us we had some work to do. Here is a brief overview of our client survey results and what we have changed in our business based on your feedback.
The Age of the Consumer – BT Thought Leadership Round Table