Reviews are conducted based on a mutually agreed time at our initial appointment. Reviews are usually conducted on an annual basis and can take place at our Capalaba office or in your home. The purpose of these reviews is discuss any changes that may have happened over the past 12 months and to ensure that the product, amount of cover and premiums are still appropriate for your current situation.
Our review process:
One month prior to your review date we will contact you and complete a 2 minute Review Checklist.
The Review Checklist will indicate any changes to your circumstances since our last review.
If you have had a change to your circumstances, it is important that we take this into consideration with our current advice and ensure you have adequate cover inclusive of the changes to your life.
We will recommend an appointment with your adviser.
If there has been no change to your circumstances since our last review, if we believe the current advice on your existing cover is sufficient and you have requested a review in the next year, we will send you a Summary of your current Insurances and make a time for your next review.
It is important that your situation is reviewed on at least an annual basis.
To make an appointment with your adviser to review your current situation please contact us directly on (07) 3170 3707 or click here to email us.
146 Bloomfield Street, Cleveland
PO Box 1319, Cleveland QLD 4163 4163
Phone: 07 3170 3707
ABN: 16 074 508 071
Monday-Friday: 8:30am to 5pm
Coopers N’Cents Financial Services ABN 16 074 508 071 trading as
HFB Wilsons Pty Ltd – ABN 63 616 059 324 as a Corporate Authorised Representative
No 253397 of Clearview Financial Advice Pty Ltd
AFSL No: 331367 ABN: 89 133 593 012 Website: www.clearview.com.au