September 24 – Trevor Thompson

Another victim of the sausage factory financial advice model. “Ohh your a first home buyer, you better buy some life and income protection insurance and would you like fries with that?” So three years later they see me for a review. “Did the clown that sold you this look at your super statement?” We’ll of course they didn’t. Why bother making it harder to get commission. The client had income protection and life cover in their super already. You can only claim on one. That’s about $3000 wasted!

By Trevor Thompson. 
CFP DipFP

SENIOR PARTNER