Episode 14: Mortgage Broker & Financial Planner: The Dynamic Duo for Your Tailored Financial Game Plan

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Episode Description:

In this episode of The Wealth Guide Podcast, the team at Ryker Capital shares their professional insights and honest thoughts on aligning your new mortgage obligations with appropriate insurance solutions.

They discuss the importance of working with a mortgage broker for tailored lending options and then partnering with a financial advisor for customised insurance plans to manage your personal risks.

The team also talks about understanding personal insurance policy details, tailored solutions that suit your priorities and needs, evaluating different providers and products, and getting support during the claims process.

If you want to learn how to get the right lending and protection solutions for your financial needs, then make sure to listen to this episode!

Timestamps:

00:00 – Intro

01:47 – Working with Mortgage Brokers and Financial Planners VS Going Direct to a Bank 

08:52 – What is a “Panel” in the Financial Planning Space?

13:39 – The Insurance Tailoring Advantages of Working with a Financial Planner

17:06 – Client Story: Taking on a Broking Insurance Product Offering

25:54 – Outro

57:40 – The Three Things to Consider When Deciding to Stay Or Go In Your Insurance

58:40 – Outro