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AMP Services (NZ) Limited. A disclosure statement is available from your Adviser on request and free of charge. AMP360 Advisers Experience the benefits of expert financial advice Get the advantage of expert financial advice. Talk to an AMP360 Adviser today. If you would like an obligation free chat about how we can help you, please get in touch. W amp360.co.nz P 0800 AMP360 E [email protected] WEL442010 05/15 What AMP360 Advisers can do for you. When it comes to something as important as our finances and financial future, there are no one-size-fits all solutions. AMP360 Advisers can offer you personalised, no obligation advice. We take the time to understand your situation and ensure you get help with the things that are important to you.

Transcript of 442010_AMP360_Introducing AMP360 Advisers brochure_employee

AMP Services (NZ) Limited. A disclosure statement is available from your Adviser on request and free of charge.

AMP360 AdvisersExperience the benefits of expert financial advice

Get the advantage of expert financial advice. Talk to an AMP360 Adviser today. If you would like an obligation free chat about how we can help you, please get in touch.

W amp360.co.nzP 0800AMP360E [email protected]

WEL

442

010

05/1

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What AMP360 Advisers can do for you.When it comes to something as important as our finances and financial future, there are no one-size-fits all solutions. AMP360 Advisers can offer you personalised, no obligation advice.We take the time to understand your situation and ensure you get help with the things that are important to you.

What’s different about the 360 experience?AMP360 Advisers understand the importance of getting expert financial advice that is tailored to your current and future needs.That’s why our scope of service is highly individualised, as it is intended to reflect your personal circumstances. We’ll work with you to organise a meeting at a time and place that suits you, whether it’s over the phone, at your office, or in your own home.Our advisory process is easy, convenient and personal.

Insurance

With so many different policies available, choosing the right insurance can be a daunting process. We can help by finding the most suitable options for you:

General Insurance

Includes home, contents, vehicle, boat, travel and any available multi-policy discounts.

Health Insurance

Gives you fast access to private treatment when you need it, covering medical expenses for accidents or illness.

Life Insurance

In the event of a death, a lump sum payment can be paid to help families cope financially.

Income Protection

An important safety net that can provide you with the means to meet your financial commitments if you were suddenly unable to work due to illness or injury.

Trauma Cover

Provides valuable peace of mind knowing that if you should ever suffer from a heart attack, stroke, cancer or any other eligible serious illness, you can maintain your standard of living while you recover.

Disability Cover

If an accident or unexpected illness left you permanently unable to work, Disability Cover gives you financial protection at a time when you need it most.

Home loans

With direct access to major banks and their home loan deals, we can handpick the best deal available to you. Even better, at no cost, we’ll do the running around and organise all the paperwork for you.

Investments

Whether it’s investing for retirement, or saving for something special, we have access to a range of carefully selected quality investment products as well as providing professional advice about which investments will best suit your needs.

KiwiSaver

KiwiSaver allows you to save on a regular basis and helps you better prepare for your retirement in a way that a regular savings account can’t.

Home Loans - Insurances - Savings - InvestmentsThe basis of most sound financial decision-making typically involves a selection of the following:

Get the advantage of expert financial advice. Talk to an AMP360 Adviser today on 0800 AMP360 or email [email protected]

Here’s an idea of how we work:

1. Your first meetingYour Adviser will start by asking you about your personal financial situation. It’s really important we get to know you, so that we understand your specific financial needs and aspirations.

We’ll also talk about exactly what your requirements are; be it reviewing your existing insurance, adding protection for you, your family and your valued assets.

If we’re meeting to discuss home loans, we’ll talk about what you’re looking to buy or refinance, and then review your income, expenses, assets and debts to ascertain how much you can borrow.

If we’re meeting to talk about Investments and how to make your hard-earned money work for you, we’ll start by reviewing your current and future needs so that we can move towards creating a tailor-made investment plan.

2. Advice and optionsYour AMP360 Adviser will develop recommendations and quotes that cover your needs. Once complete, they’ll present this to you. For insurances and mortgages, we can work with you to meet your deadlines.

3. Next stepsYou’ll have time to consider all the recommendations and options available to you, with no pressure. If you’re ready to proceed, your AMP360 Adviser will make the process simple and hassle-free.

4. Ongoing supportWe believe the job doesn’t finish once you have what you need. That’s why your AMP360 Adviser is always here to help, and you can call them at any time during the process. We’ll develop a relationship with you on your terms to make sure the advice we give you remains up to date, and we’ll be there for any help you need along the way – including claims.