Hi, George here owner of TGN Advisers. Here is something to have think about. So, my first question to anyone when I am looking to work with them is why are they doing this? It is not an easy question to answer. What do you do? That's easy, after all a financial adviser is a financial adviser right. But it is not what I want to know, and I know it is not what you want to know either, because it is why we do things that matters to other people, as if we know and understand why, then we understand how motivated they are to do a great job for us and also how likely we are going to enjoy working with them. So it is vital.
Mine is, because I lost both my parents to cancers when they were in their 50's, I wanted a way to fight back. I wasn't good with blood so taking the medical approach wasn't going to work but I was pretty good with numbers, it took a while but I found my way to fight back. Modern well structured life, trauma and disability insurance products provide great options for treatments, recovery, boosting retirement savings, bucket lists and in the worst case to protect dependents and loved ones and leave them with the ability to carry on with their lives in a dignified manner.
As a specialist personal and business insurance adviser my first step is to get to know you and your business, your view on risk and an accurate understanding of your actual current and projected future financial position. The financial modelling I conduct provides me with an essential insight into your projected lifetime cash flows through to your age 100 - all my clients really enjoy this level of financial clarity - we can now analyse and work together to produce a tailored plan to protect your financial journey, should there be other aspects to discuss such as investment, fire and general insurances, estate planning or employee benefits then we can refer you seamlessly on to other motivated and specialist advisers ...
I look forward to talking with you in due course.
Our first meeting is complimentary, in this meeting we will build out your own unique lifetime cash flows, built around in depth discussions about your career, stage in life, your business, aspirations and naturally expenses. If you decide to engage our services following this meeting we will then produce you a letter of advice with our recommendations for the personal insurances that would best suit your needs. There is no charge for this letter of advice or any of our insurance advisory services.
An Adviser will analyse your unique situation in depth, and then make a recommendation to you of the most suitable solution for you, rather than a broker who may well present a wide range of possibilities and then let you pick based probably on price rather than suitability.
Join our referral program below, when a referral attends an insurance review, we'll send you both a $50 Prezzy Card. If they take out a policy through us we will reward you with an additional $250 Prezzy Card. Sign up below -
— George Bayley - Adviser