EXTENSIVE PRODUCT CHOICE
You’ll enjoy extra peace of mind when dealing with Masthead Financial Planning Advisors, especially when it comes to product choice. With an extensive range of long and short-term insurers, investment managers and health care providers on our platform, our advisors can offer you appropriate solutions.
Product providers are individually selected, having met our specific criteria. This means they comply with regulation, are financially sound and have reliable operations. They are listed with the relevant regulatory authorities and have a high level of corporate governance. Furthermore, they display a good track record for service and settling claims where applicable. Ultimately, they deliver value for money.
Our product providers
Regular due diligences
To verify the product providers on our platform and their products continue to meet our criteria, we conduct regular due diligences. Our team does this at least annually and more often when new products are launched. We maintain good relationships with product providers and remain aware of developments in the industry. In this way, you can rest assured the products our financial advisors recommend are legitimate and free of hidden risks.