Some anniversaries are easy to forget!
Distant family wedding anniversaries,
Uncle Jimmy’s birthday
Aunty Shelia’s pet dog Baxter’s birthday!!
At Whitehead Financial one we don’t forget is the anniversary of your risk insurance policies. Each year we’re looking after the polices and keeping a close eye on the levels of cover and also the monthly premium.
However, life changes a lot within just one year it could be that your;
• Purchasing a new home
• Getting married
• Having a baby
• Getting a pay rise
• Buying a business
• Selling a business
• Children leaving home
• Heading towards retirement
Whatever life throws at you Whitehead Financial are here to help.
You may think that your current policies are great and that’s fine!
However, to get our client the best possible service we would like to review and work with you to give you peace of mind.
Key issues can be
Levels of cover are no longer adequate to your current situation
Policy beneficiaries going out of date
Or just the premium is to high
Some of you may say “Well, I don’t have time to book a review. Too busy with work or kids” and that’s understandable. We will travel to you and can meet with you at work, at home after hours or anywhere that is convenient for you!
If you’d like to get on the front foot to book a free review with your financial adviser from Whitehead Financial.
Give us a call on 1300 734 547