Transition to General Advice with confidence
The professionalisation of the personal insurance industry, has left many clients without access to quality products and risk advisers stressed and uncertain about their future.
Transition to General Advice
Sustainable Life Solutions helps advisers to transition from personal advice to general advice. You can continue to service your existing clients, improve your client’s experience with personal insurance and enjoy the freedom of building a financially viable business, while continuing to get access to Australia’s leading insurance providers.
A seamless client experience
We believe that it should be easy for clients to purchase and maintain their insurances. Our simplified model lets them apply for insurance in as little as thirty to ninety minutes.
Understand General Advice
We’ve built a framework and guidelines to assist you to thoroughly understand the scope of general advice. Following our onboarding training, you’ll have the confidence to operate a general advice business and you’ll also have access to ongoing training and support.
Support from your own compliance team
To manage any compliance risk, Sustainable Life Solutions has an in-house compliance team that reviews every new client file. We eliminate audit anxiety by helping to identify and resolve any potential issues upfront, providing feedback, coaching and support along the way.
Move from advice to education
In receiving general advice, your clients are taking personal responsibility for their own decisions, which will be the biggest change for you and for your clients. We’re here to help you to shift from advice to education. Our technology platform, guidelines and support team make it much easier.
Communicate your way
With our general advice platform, we automate client communications with a range of templates. Choose to use our standard templates or create your own. Our technology records and tracks all client interactions and delivers all compliance documents automatically. This means that you will be able to provide information in a cost effective, efficient, and accessible manner with our platform.
When you join Sustainable Life Solutions, you’ll have on hand a team of experts who’ll personally support you in your transition from personal advice. We’ll help you to grow your business, with strategic and tailored assistance to grow your referral partner network. Whatever your needs might be, we’re here to help.
Making the transition to General Advice
Sustainable Life Solutions has helped many advisers and their practices successfully transition from a traditional advice business across to general advice.
Let’s talk about your future
We work with advisers who are located anywhere in Australia. Get in touch with us at 1300 754 333 or complete this form to book a demonstration to find out how a general advice model can work for your clients and your practice.
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