 About SwainWoodham Group
Financial planning with SwainWoodham means:
 Professional advice
Individually tailored plans
People who care
Insurance with heart
To ensure you receive the best products and solution for your individual situation, both now and as your situation changes in the future, your SwainWoodham advisor will go through the following steps:
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Step 1
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Identify your goals and collect necessary information
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Step 2
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Prepare a comprehensive report
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Step 3
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Present you with your own personalised report
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Step 4
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Implement your plan as agreed by you
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Step 5
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Review and monitor you situation regularly (at least yearly)
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Step 6
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Provide informative and lifestyle Seminars & Newsletters on a regular basis
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We provide choice...
Because SwainWoodham is not affiliated with any one company, we can provide you with a range of products and solutions tailored for your individual requirements.
Qualifications and Experience
All SwainWoodham advisors are members of the Institute of Financial Advisors (IFA), or the Professional Advisors Association (PAA) both of which demand high standards of ethics and ongoing education. All advisors are covered by professional Indemnity Insurance. Many of our advisors have achieved industry educational qualifications and all are working towards these. (Refer advisor to disclosure statements)
Have you ever wondered how your advisor decides which is the best insurance product for you? Are they just recommending the product that pays the most commission? And when you need insurance the most, when you experience a claim, will the insurance company pay out?
These are often questions people have when they are purchasing insurance, but are sometimes difficult questions to ask. Now you don’t have to.
Our insurance process ensures you are recommended the best insurance products for your individual situation, irrespective of how much your advisor will get paid.
Once your have completed a SwainWoodham personal information booklet to identify your needs and objectives, your advisor will find which insurance products are the best for you and meet your needs from the providers we have selected.
Product selections are based on:
The quality and comprehensiveness of the definitions
Exclusions that may negatively affect your particular situation
The different benefits available under the policy
Price. The insurance premium payable based on your age and current health
The insurance companies claims payment history
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