Customer Centre
Develop and offer a comprehensive range of complementary solutions aimed at delivering the best value for customers
Create a unique customer experience that has respect for each customer at its centre
Maintain close and ongoing contact with you to ensure we continue to meet your needs over time.
We are building our online Customer Centre to provide convenience, easy access to the services and solutions you need.
Over the coming months we will add features and functionality, to make the process of doing business with us unrestricted by time or geography.
Through the Customer Centre, you will be able to access the financial resources and tools you need to manage your affairs – so that you have more time to focus on the people and the things that matter most to you.
Insurance Broking
Most individuals do not secure their insurance through a broker, preferring to go directly to the insurance company.
When purchasing insurance, many people look only for the cheapest policy without obtaining proper advice, understanding the fine print or considering whether they are getting value for money. They can end up with cover they don’t need or worse, without the cover they really do need.
A broker can save you time, money and worry.
Brokers can provide you with impartial professional insurance advice based on professional training and experience.
Brokers provide advice and assistance to make sure you are properly protected. A broker will also explain your policy and any special situations of which you need to be aware.
Brokers have access to different policies because they deal with a range of insurance companies. Your broker will be aware of the benefits, exclusions and costs of alternative policies on the market. They will also help arrange and place the cover and can often provide advice on how to make the most of your insurance budget.
Using a broker doesn’t cost you more. Often it can cost you less because brokers have knowledge of the insurance market and the ability to negotiate competitive premiums on your behalf.
Critically, if you do have to make a claim, your broker will represent you, negotiating on your behalf with the insurance company.
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Personal Finance
Personal Financial Management an important area for Lashley Financial – because it can change your life and your future in truly significant ways. Unfortunately, we also know that many people will do absolutely nothing about developing a financial plan.
If you do decide to develop a financial plan, you will find that the benefits of working with us to develop a plan tailored to your needs can be much more than just financial. You become more in control of your financial future and happier with what the future holds, especially after you stop working. Through our planning process, together we:
come to understand your financial situation
balance your current life situation and your plans for the future, using practical and straightforward approaches
focus on specific goals, such as educating your children, retiring, education, investing, buying a home — whatever goals you may have
see the big picture and how you can get where you want to go – from where you are now.
Everyone needs a financial plan for their life, from those with ten dollars to those with tens of billions. Life takes money – whether you plan or not. It can just be so much better when you make a plan and implement it.
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