We’re trying to save you money, so don’t hide from us!
I realise that an email from your Financial Adviser might not be the most exciting thing in your inbox. But bear with us, because we’re trying to do the right thing by you.
When Louise or anyone else in our team reaches out, it’s not just a box-ticking exercise, and it’s definitely not a sales call.
It’s because we want to check you have the right cover – not too much and not too little.
An insurance review is time well spent.
It’s not uncommon to find clients are paying for cover they don’t actually need.
Maybe the kids have grown up and left home, so you don’t need to feed and clothe them anymore. Maybe you’ve finally paid off your mortgage, so your financial exposure has shrunk.
Or maybe you’ve inadvertently wound up with overlapping policies, so you’re doubling up on premiums for no benefit.
At Sue Tierney Mortgages we follow the advice of my mentor, Dr Fred Grosse, who says everyone should their review their costs every year, and look for savings. Insurance is a big overhead, and if there are any savings to be found, we will find them.
This is just common sense when you think about it. Your life at 40 will be very different to your life at 20 or 60. So let’s take stock.
It’s exciting when we can save money for our clients, and it’s also useful when we spot gaps in their cover. It’s about making sure they’re adequately insured for the risks of life.
So don’t ignore those emails from the Sue Tierney Mortgages team. Better still, you can reach out to us. We’re always here to talk.
Click on the link below to set up a call. There’s no charge.