Question 1

Are you an insured business and do you guarantee your work?

Accepted Answer

Fully licenced and insured. Member of Financial Ombudsman Service to ensure any complaint is taken seriouslya nd can be independently assessd

Question 2

How did you decide to get into your line of work?

Accepted Answer

To use my mathematical and analytical skills to help people who find finance difficult and make a difference to how they plan for the future

Question 3

Do you have a favourite customer story you would like to share?

Accepted Answer

My favourite story is about a large company who rang me and said> 'do you remember me? We sat on opposite sides in negotiations 3 months ago. I wished then you were on our side. Now I want you to be on our side in a new problem

Question 4

What do you like most about your job?

Accepted Answer

What I like most is meeting people with real problems and helping them to find their way forward to achieve their personal goals

Question 5

What questions should a customer ask to hire the right service professional?

Accepted Answer

Will my problem really matter to you, as a professional? Will you work for me? Will mywork really matter to you as my chosen professional

Question 6

What questions do customers commonly ask and how would you answer them?

Accepted Answer

Question: How can I find my way round all the complexities of superannuation and life and disability insurance. Answer: I will help you to know what you want. I will then explain only the problems that apply to you and show how to resolve them

Question 7

What makes you the most reliable and trustworthy person for the job?

Accepted Answer

Long experience through changing investment markets. Personal service. You will ot be passed on to a faceless junior employee. I consult with you personally and do the work on your questions myself

Question 8

Why should a customer hire you over another service provider?

Accepted Answer

Very experienced in all aspects of finance, especially superannuation and life and disability insurance. Truly independent. No hidden fees or commissions. No fee at all unless agreed prior to proceeding.

Question 9

What are the typical things that you need to know before you can provide a quote to a customer?

Accepted Answer

Age, family circumstances, current financial circumstances, including home ownership, current insurances. Then I want to know what your lifetime aims and objectives are

Question 10

How can a customer save money before you start the work? Please give 3 tips

Accepted Answer

Think about what it is you need from me and tell me before engaging me, so every minute of time is put to good use

Question 11

Are there any special offers you would like to offer to Oneflare customers?

Accepted Answer

First discussion (email or face to face) is obligation free and for no charge. Try before you buy applies to financial advice as much as what you buy in shops

Question 12

What makes your pricing competitive?

Accepted Answer

I am sensitive to client requirements, competitive pressures, value to my client of my service sand ability to pay in my pricing.

Question 13

Is there a particular aspect of your trade or industry that you specialise in?

Accepted Answer

Ethical investment to take account of company's environmental, social and governance capabilities. All aspects of superannuation and life and disability insurance

Question 14

What experience, skills, qualifications or training do you have to make you the right person for the job?

Accepted Answer

Qualified actuary with specialist skills in superannuation and life and disability insurance. Considerable experience with ATO negotiations and negotiations with insurance companies on premiums, terms and especially claim disputes

Edwards Benefits Advisors Pty Ltd

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