Mavuno Wealth Releases its “Financial Telehealth” Service
Updated: Apr 1, 2020
Mavuno Wealth Leads the Charge with Contactless Video Consults for Financial Planning and Mortgage Reviews.
We are proud to announce a West Australian first, with its “Financial Telehealth” contactless video and phone consults. The solution includes digital signing capabilities into its process to avoid the need for physical document signing and exchange throughout the process.
It’s a great time to review your finances and risk insurances to make sure your family is best positioned to weather the current environment and be ready for the future.
Mavuno is offering its Financial Health Consult for free to all clients to help with ensuring key aspects of their finances are covered:
Mortgage rate review - has your institution passed on the rate cuts? Are there possibilities to reduce your monthly payment?
Superannuation review - is your superannuation properly balanced for the crisis and positioned for a recovery?
Life and income protection insurance review
How does it work?
All you need to do is click here to book a video consult at a time that suits you. At our meeting, you’ll meet with a Mavuno advisor to understand your current situation and your needs. From there we can do some research on options for you and arrange a second video meeting to walk through them.
If you decide to move ahead, we can handle all documents and signatures digitally through our digital signing platform and process everything on your behalf.
We keep you informed on progress every step of the way. If you’d like to know more, book your initial 15 minute consult here.
The Financial Planning Association of Australia (FPA) recently released a member update on COVID-19, including advising members to take immediate steps to reduce the risk of staff and clients being exposed to infection. The Mortgage and Finance Association of Australia has also encouraged members to use technology in creative ways to move forward with clients.
Some financial and insurance institutions still require face-to-face contact, however Mavuno and the industry bodies continue to work with these institutions to explore solutions and policy adjustments to keep our clients safe.
Repayment options due on your loan or mortgage
Rights under your mortgage
Making sure you have the best rate from your lender
Reviewing superannuation to make sure it’s best placed for the current situtation
Understanding available equity in your property and redraw facilities
Life insurance and income protection insurance.
Contact us here for further information.
Disclaimer: Any information contained in this content is of a general nature only and not intended to be advice of any nature. Further details here.
Clinkclunk Pty Ltd trading as Mavuno Wealth is an authorised representative of Red Rock Brokers Group Pty Ltd (ACL 4059621). Mavuno Financial Planning is an authorised representative of Sentry Financial Services Pty Ltd (AFSL 286786).