Page 7 - Choose_Astute
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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
• R esidential • Personal Protection • Superannuation
• Commercial • Business Insurance • Wealth Protection
• Equipment • Home/Contents • Debt Reduction
• Car & Personal • Vehicles Insurance • Estate Planning
• Construction • Health Insurance • SMSF
