Here are some reasons why we at CIC Financial believe we're the best people to assist you with your Insurance and financial needs.
This is all about you, and what you want to achieve. Whether you are wanting to look after your family or whether you own your own business, we take the time to understand your situation, what you want out of life and help you take steps to work towards that.
Our collective experience in the Finance Industry enables us to assess and understand your needs and concerns. We’re a family-owned business and our employees are family people. We share many of the same concerns and needs of our clients and are ready and able to meet those needs
We’re passionate about what we do. We’re driven by a desire to provide you and your family with advice to protect and grow their lifestyles – no matter what happens.
We take time to understand your needs and wants, do research and make recommendations, based on our findings.
It’s all in plain English. No smoke and mirrors. No jargon. Just clear-cut advice to help you enhance and protect your financial wellbeing.
Part of our role is to educate you, so that you completely understand what you are looking at. Our recommendations are detailed in a personal report to you. It provides you with the knowledge to make decisions that are right for you and your family.
We are not tied to a particular provider, we make decisions on who we choose to deal with based on research and experience. Nothing upsets us more than seeing people waste their hard-earned dollars and time on inferior products, no longer relevant to current or future needs. We offer you choices.
We work with a number of specialists in different areas of the Finance and Estate Planning Industries to make sure you receive accurate advice at the right time. Should you require advice that falls outside of our area of expertise, we have a network of professionals that we can recommend.
Our annual relevancy checks are done to ensure that we are there for you with the right advice when you need it. We understand that circumstances change all the time. Our advisors are ready to visit you at your convenience in the comfort of your own home to discuss your specific needs.
Kieran is a top man and is passionate about what he does. He’s helped me in many ways, more than he realises, his experience, understanding and professionalism ensures I’m in good hands.
Thanks Kieran and the CIC team