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Financial Advisers Australia

Tips every financial adviser needs to know about the FASEA exams

Tips every financial adviser needs to know about the FASEA exams

Stressed about the FASEA exams? Don’t be. Dr Jeff Scott, MetLife’s Head of Advice Strategy, and a former financial planning university lecturer, offers practical tips for preparing – and passing – the test. READ MORE
Life Insights - Sam Robinson Transcript

Life Insights - Sam Robinson Transcript

Sam Robinson, Director of Pursue Wealth, prefers to call her clients members of the Pursue Wealth community – a group of like minded people who share the same gusto and passion for financial freedom through wealth accumulation. Sam sees herself as her members’ accountability buddy and in this podcast, Sam shares the various ways she engages with her community to help them plan and achieve their dream lifestyle. READ MORE
Tech Tips for Advisers Working Wherever You Need to be

Tech Tips for Advisers Working Wherever You Need to be

David McLean is a financial planner and the owner of Titan Financial Planning. While many of us may have been scrambling to embrace high tech solutions to managing our businesses, David was using tech to make his business run smoother well before the COVID-19 pandemic took root. READ MORE
Life Insights - David McLean Podcast Transcript

Life Insights - David McLean Podcast Transcript

David McLean, former professional football player and tech savvy financial adviser, has effectively harnessed technology to build a successful business, long before COVID forced us to. In this podcast, David shares some of his favourite technology platforms and how he’s implemented them to efficiently and effectively service his clients – both nationally and internationally. READ MORE
Life Insights - Grahame Evans Podcast Transcript

Life Insights - Grahame Evans Podcast Transcript

Grahame Evans has seen it all. As a veteran who’s been in the industry for over 40 years, he’s been through every major event since the beginning of the advice industry in Australia. In this podcast, Grahame shares his learnings along the way – including the value of good communication and how he navigated through the 1991 recession. READ MORE
Meet the Support Team

Meet the Support Team

Meet the team working to ensure advisers have the tools and support they need to work with MetLife efficiently and effectively every time. READ MORE
TPD insurance inside and outside superannuation – Let’s talk tax and net benefits

TPD insurance inside and outside superannuation – Let’s talk tax and net benefits

Advisers are often asked whether or not a client should own their TPD policy individually (self-owned) or have it be structured via a superannuation fund where they are a member. READ MORE
How Advisers can help Over 45s

How Advisers can help Over 45s

Australians over 45 know financial planning is important but many need help from financial advisers to understand how life insurance can fit in their plans. READ MORE
Life Insights - Marisa Broome Podcast Transcript

Life Insights - Marisa Broome Podcast Transcript

This transcript is from the MetLife Insights podcast with Marisa Broome- industry icon, passionate financial adviser and FPA Chair. READ MORE
Life Insights - Hugh Robertson Podcast Transcript

Life Insights - Hugh Robertson Podcast Transcript

This transcript is from the MetLife Insights podcast with Hugh Robertson – industry superstar and 2018 AFA Financial Adviser of the Year. READ MORE
Meet the Team - Dianna Goss

Meet the Team - Dianna Goss

Dianna Goss, the face of MetLife in Western Australia, explains the value a local team can bring to our advisers regardless of what side of the country they’re on. READ MORE
The upside of a downturn: time to explore new opportunities

The upside of a downturn: time to explore new opportunities

While things may seem grim now, new opportunities will emerge from this chapter in history. Financial experts say now is the time to get your finances in order and update your knowledge. READ MORE
Bouncing back from a downturn

How to bounce back from the downturn when you're in your 20s or 30s

Whether you’re working or have lost your job, here are some tips for surviving the downturn – and creating better money habits that will benefit you when the crisis is over. READ MORE
How to budget during a downturn

How to budget during a downturn

If you already have a budget, the economic downturn means it’s time for a review. If you don’t have a budget, here’s how to do it and why it’s important. READ MORE
Support for advisers and clients during COVID-19

Support for advisers and clients during COVID-19

From premium waivers to hosting a webinar series for advisers, find out about MetLife’s rapid response to support advisers, customers, and employees during COVID-19. READ MORE
Building your business

Building your business

Millennial financial wellness adviser Rebecca Maher offers some clear and practical strategies to help you support your clients during these economically uncertain times, and potentially grow your business too. READ MORE
Trauma

Trauma

Trauma Insurance is often the last policy clients think about. It’s also one of the most important if someone suddenly becomes ill or injured.  READ MORE
Why MetLife?

Why MetLife?

An easy reference guide that explains who MetLife is, our unique product features, and why we’re a global leader in insurance that supports advisers to offer the best advice. READ MORE
How MetLife is making Life and TPD more accessible for over 45s

How MetLife is making Life and TPD more accessible for over 45s

Half of Australians over the age of 45 are financially unprepared. But they’re also facing modern challenges of higher mortgage debt, boomerang kids, and later retirement.  READ MORE
Meet Meray

Meet Meray

Meet Meray El-Khoury, Head of Retail Distribution at MetLife, and discover her vision for supporting advisers. READ MORE
Meet the SA Team

Meet the SA Team

Meet Andrew Bridgland and Karren Toohey, the dynamic duo charged with supporting advisers in South Australia. READ MORE
Underwriting Edge

Why MetLife's underwriting process works better

We have invested in our underwriting process to make it stand out from the competition. Find out how our communication and customer service-centric approach to underwriting can make life easier for advisers. READ MORE
10 tips for advisers

10 tips for advisers

Metlife’s experts share their insider tips on keeping existing clients, attracting new ones and growing your business in times of industry change. READ MORE
Communication more important than cost when it comes to choosing a financial adviser

Communication more important than cost when it comes to choosing a financial adviser

The financial advice industry may be surprised to learn that when it comes to choosing a financial adviser, most consumers are more concerned about how an adviser communicates than the cost of the actual advice. READ MORE
Income protection policies

Income protection policies

APRA have proposed a number of changes to retail (advised) income protection. READ MORE
The retail claims process

The retail claims process

When it comes to making a claim, MetLife’s Peter Kelly says it’s vital your clients know you’ll be helping them with the hard work so they can focus on other things. READ MORE
The one thing advisers should be doing to boost client retention and referrals

The one thing advisers should be doing to boost client retention and referrals

Almost a third of consumers and half of SME’s are considering either changing their current adviser, or ceasing to use one completely, what is the one thing to do to boost client retention and referrals? READ MORE
Do your clients understand how commissions work?

Do your clients understand how commissions work?

Of the many learnings to come out of the Royal Commission, none are as important as the need for honest and transparent communications between financial advisers and their clients when it comes to financial products and services. READ MORE
Why advisers need to strengthen connections with their clients

Why advisers need to strengthen connections with their clients

Our research reveals financial advisers risk losing clients if they fail to demonstrate long term value of advice. READ MORE
Adviser-Client Research 2019 - Client Retention

Adviser-Client Research 2019 - Client Retention

Our research reveals financial advisers risk losing clients if they fail to demonstrate long term value of advice. READ MORE
MetLife Progress Q&A with Cassandra Scoble

MetLife Progress Q&A with Cassandra Scoble

Dubbo based financial adviser, Cassandra Scoble, started her career in general insurance where she realised that she wanted to do more than just help people insure their “stuff”. Here, Cassandra shares with us her journey into financial advice and her top tip for those who are new to the industry. READ MORE
One year on

One Year On: How advisers helped drive change to the policy anniversary process

We reflect on how adviser feedback was a crucial part of redeveloping the MetLife Protect policy anniversary process, making it more valuable for clients and easier for advisers. READ MORE
MetLife Protect Helping Advisers and their Clients

MetLife Protect helping Advisers and their Clients

Rachel Towell, MetLife Australia’s State Manager for NSW/ACT, explains how MetLife Protect allows advisers to match their clients’ needs and values more closely to their life insurance.  READ MORE
Life Insurance brick by brick

Life Insurance brick by brick

We recognise that everyone is unique, so their insurance needs to be too. Meet the new modular cover you can tailor to match what truly matters for each and every client. It’s been designed for the way people in Australia live today.  READ MORE
Modular Insurance up close

Modular Insurance up close

Stuart White, State Manager, Queensland, walks us through the three target customer segments for MetLife Protect and uses case studies to show how the modular product and optional Extras cover work in practice. READ MORE
Industry dilemma: Enter the millennials

Industry dilemma: Enter the millennials

Millennials are coming of age – and gaining age-old responsibilities. How can the insurance sector engage these digital natives in protecting their futures? READ MORE
Why modular MetLife Protect is different

Why modular MetLife Protect is different

We speak to Casey Sugden, State Manager of Victoria, Tasmania and South Australia, to find out what advisers need to know about MetLife Protect’s modular product design and how to work closely with clients to best meet their needs. READ MORE
Trust or bust: 5 ways to create client connection

Trust or bust: 5 ways to create client connection

The best financial advice is founded not on money, but trust. Here we look at how advisers can develop and maintain fruitful client relationships. READ MORE
Why modular MetLife Protect makes sense

Why modular MetLife Protect makes sense

MetLife recognises that everyone is unique, so their insurance needs to be too. Meet the new modular cover you can tailor to match what truly matters for your client. READ MORE
Survey says: 7 lessons for financial advisers

Survey says: 7 lessons for financial advisers

Nothing succeeds like heeding client feedback. Our major survey of the financial advice sector reveals just what clients are looking for. READ MORE