Insurance Advice
5 STARS · 100+ PAST CLIENTS · ONE ON ONE INSURANCE REVIEW
A 30 minute, one on one meeting with a financial adviser who provides options on Insurance providers and advice on the various settings ‘people like you’ should choose.
$FREE, however fee-based consulting is available upon request.
BOOK TODAY
ADVICE OVERVIEW
What is it?
An initial ‘discovery’ meeting where we explore your situation, and explain the types of insurance and the amounts suitable for you within your budget.
A second meeting where we present a tailored insurance recommendation from one of our trusted providers that you can choose from.
An implemented insurance plan which we review regularly and assist at time of claim.
WHO IS THIS ADVICE FOR?
Families, individuals and businesses building up wealth and in need of security to protect their loved ones from financial harm.
KEY TAKEAWAYS
A clear and simple plan
That covers the risks that matter most to you, within your budget and preferences.
A choice of provider
And expert advice from a team of advisers who genuinely geek out on insurance!
Confidence and peace of mind
Knowing that someone outside their world has done some research and recommended something from best practice point of view
Support at life’s key moments
To help adapt and update your plan for affordability, or lifestyle changes
YOUR PERSONAL ADVISOR
Carley Ellis
Financial Advisor – Ungaro & Co.
Meet Carley Ellis, a qualified financial adviser, mother of 2, and wife to one. Carley understands the broader forms of wealth and how different communities will build up and pass on wealth to the next generation.
Carley’s committed to the idea that the everyday person can improve their situation, and she’s passionate in communicating this idea both one on one, in social media, and in this course.
SUMMARY
We’ll help you turn insurance from a burden into a benefit, so you can make money moves without placing your dreams at risk