Sentences with phrase «licensed adviser»
When you are getting a life insurance quote with us, we not only calculate the best rate for you (from 20 + Canadian life insurers) based on your needs but also give an opportunity to speak with an experienced and licensed adviser who can answer all your questions, address your concerns and explain all insurance details.
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As each self - managed super fund is unique, with its own investment strategies to achieve its objectives, we recommend that you consult with a professional licensed adviser when setting up a record - keeping system that suits your fund.
When you are getting a life insurance quote with us, we not only calculate the best rate for you (from 20 + Canadian life insurers) based on your needs but also give an opportunity to speak with an experienced and licensed adviser who can answer all your questions, address your concerns and explain all insurance details.
You no longer need to build one from scratch or hire a licensed adviser to do it for you.
Do try to talk to a licensed adviser, both tax and legal.
You may also benefit from getting financial advice from a licensed adviser.
You should also do your own research and consider getting separate financial advice from a licensed adviser.
If you want to make an investment, then you should think about your objectives carefully, look at the ASIC website, our MoneySmart website to see what tips are on that site to help you make a sensible choice, and if you need investment advice, go to a licensed adviser.
Seek financial advice from a licensed adviser if you're not sure if this is the right choice for you.
This is my personal understanding of things, and I'm not a licensed adviser on these issues.
A licensed adviser may also call themselves a «financial planner».
See choosing a financial adviser for more information on how to find a licensed adviser.
Seek financial advice from a licensed adviser if you need further information or guidance on how corporate bonds can be used to meet your investment needs.
For this kind of advice, it's important that you only talk to someone who is a licensed adviser.
Talk to a licensed adviser or insurer about how to get an income even if you can't work and how to meet the costs of traumatic personal illness.