6th Jun

Price: contact

Ad type: offering

State: VIC

Suburb: Melbourne

Map address: MELBOURNE, VIC, 3000

Advertisement Details

CASH BACK OFFER

Get something more out of your insurance. During May and June 2010 we are offering $100 cash back on all new life insurance, TPD insurance, critical illness cover and income protection policies. If you already have cover in place through any of the 11 major insurance providers we use, then move it over to us and get $50 cash.

Refer a friend and we will give you an additional $50!


CAN WE AFFORD IT?

For a limited time while we have capacity to service new clients our service may be available cost free, depending on services required. We are specialists in wealth protection and creation including risk insurance, superannaution, tax planning and investing. We will find an appropriate way to fund insurance premiums where required which may mean $0 coming from your pocket!!

We no longer accept commissions on investments or superannuation.


WHO ARE WE?

We are a progressive financial planning practise, operating from Hawthorn and Mooroolbark in Eastern Melbourne. We service clients Australia-wide and offer quality service at an unbeatable price!


WHY OFFER CASH BACK?

Government statistics show a major insurance shortfall in Australia. We are passionate and dedicated to fixing this problem and ensuring your family gets the cover you need, regardless of your budget. Offering cash back helps generate interest and word of mouth about our service.


WHAT ABOUT QUALIFICATIONS?

We are licensed through My Adviser P/L (auth rep. 328-148) and our senior financial planner has both a diploma and advanced diploma in Financial Services (Financial Planning). He has been operating since 2006 and also holds specialist Self Managed Super Funds qualifications.


*** WE BEAT QUOTES FOR THE PROVIDERS AND COVERS WE OFFER ***

Email: mailto:brent@envisionwealth.com.au
Web: envisionwealth.com.au
Phone: 0417 055 199 or (03) 8888 6000 (must ask for Brent).


SERVICE AVAILABLE 7 DAYS PER WEEK - CALL OR EMAIL TODAY!

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