Referral Partners
Delivering Certainty's mission is to create a referral network of like-minded professionals, made up of Accounting, Legal, Financial Planning and General Insurance Advice practices, where, by working closely together, we can achieve the best possible outcomes for our clients.
You may be a sole practitioner general insurance broker with a mixture of salary and wage clients, investors and SMEs, or you may be a five-partner accounting firm with a focus on SMEs, SMSFs and high net worth clients. Whatever type of client base you have and whatever adviser relationship you currently have in place, you'll be surprised at the value and benefits our firm can offer to your clients and your practice.
We have developed resources, processes and systems to work closely with accountants, mortgage and finance brokers, general insurance brokers and solicitors as referral partners.
The benefits to your firm by being involved with Delivering Certainty Risk Advisers
+ We assist you in providing an important value added service to your clients
+ We look after your clients and their loved ones at a time of genuine crisis via our robust Claims Process.
+ We specialise in Risk Advice and therefore do not compete with any of your existing service offerings
+ Our CRM systems always recognise the original referrer and automatically copies them in to important correspondence.
+ We are committed to supporting all our referral partners with a two way flow of client activity.
+ Client Satisfaction - A professional referral network helps you to satisfy more services for your clients in a more efficient manner.
The benefits to your clients through your firm being involved with our referral partner program
+ Your clients can feel confident that more of their key financial issues are being satisfied by trusted fellow professionals
+ As experienced financial advisers, we can help identify and resolve other financial issues they may have by referring to other professionals.
+ By working collaboratively we can ensure any risk strategies work in sympathy with plans established by their other advisers.
You may be a sole practitioner general insurance broker with a mixture of salary and wage clients, investors and SMEs, or you may be a five-partner accounting firm with a focus on SMEs, SMSFs and high net worth clients. Whatever type of client base you have and whatever adviser relationship you currently have in place, you'll be surprised at the value and benefits our firm can offer to your clients and your practice.
We have developed resources, processes and systems to work closely with accountants, mortgage and finance brokers, general insurance brokers and solicitors as referral partners.
The benefits to your firm by being involved with Delivering Certainty Risk Advisers
+ We assist you in providing an important value added service to your clients
+ We look after your clients and their loved ones at a time of genuine crisis via our robust Claims Process.
+ We specialise in Risk Advice and therefore do not compete with any of your existing service offerings
+ Our CRM systems always recognise the original referrer and automatically copies them in to important correspondence.
+ We are committed to supporting all our referral partners with a two way flow of client activity.
+ Client Satisfaction - A professional referral network helps you to satisfy more services for your clients in a more efficient manner.
The benefits to your clients through your firm being involved with our referral partner program
+ Your clients can feel confident that more of their key financial issues are being satisfied by trusted fellow professionals
+ As experienced financial advisers, we can help identify and resolve other financial issues they may have by referring to other professionals.
+ By working collaboratively we can ensure any risk strategies work in sympathy with plans established by their other advisers.