Book a discovery call

Thirty minutes with a director.

Pick a time that suits you. No preparation needed, no sales deck, and no obligation at the end of it.

What we will cover.

  • The book you are writing now, and whether General Advice genuinely suits it
  • Which of the two models fits your practice, the AR model or White Label Life
  • What moving would actually involve, including a realistic timeframe
  • What it would cost, with real figures rather than a range

If General Advice does not suit what you are doing, or you are better off with your current licensee, we will tell you on the call. That is a better outcome for both of us than the alternative.


Licence and membership details

2018
Licensed and operating
501891
Australian Financial Services Licence
40296
AFCA membership
100%
Client ownership stays yours

Stop leaving life risk revenue on the table.

One conversation, thirty minutes. We will tell you honestly whether General Advice suits your business, and whether HAE is the right licensee for it. If the answer is no, we will say so.

Speak directly with Marty or Pete. No call centre, no gatekeeper.

A specialist General Advice licensee for Australian life risk advisers. Privately owned and operated from the Gold Coast, Queensland, servicing advisers Australia wide.

HAE Financial Pty Ltd  |  ABN 60 620 656 055  |  AFSL No. 501891

Member of the Australian Financial Complaints Authority (AFCA) 40296

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