Investment & Insurance Centre
The Investment and Insurance Centre was established in 1994, is locally owned and continues to provide professional financial advice to existing and new clients within and around the Riverina and Southwest Slopes.
Investment and Insurance Centre are committed to providing you with the insight you need to grow and protect your wealth at every stage of your journey. Our Understanding Series is designed to help you get the most from financial advice, providing the expertise, strategies and resources you need to create value from your investments and financial solutions.
click here to find out more.
ROWAN WADLEY and TRACEY NUTTALL t/as Investment and Insurance Centre are Authorised Representatives of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323
What to look for when choosing a Financial Adviser
A good financial adviser offers discreet, comprehensive service that is tailored to the circumstances of you and your family. Rather than merely trying to sell you a product or tool, your financial adviser should be focused on helping you achieve your financial goals. They do this by:
- Asking lots of questions, getting a full picture of your finances
- Working with you to determine your financial goals
- Explaining possible strategies, tools and services
- Recommending a personalised plan of action
- Helping you make your money work for you
- Reviewing your situation as time progresses