Page 7 - Choose Astute
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 • Life Insurance • Superannuation
• Commercial • Income Protection • Wealth Protection
• Equipment • Trauma Protection • Debt Reduction
• Car & Personal • Home & Contents • Estate Planning
• Construction • Car Insurance • SMSF
