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WHY FIRST MUTUAL

  • Non-Aligned – a non-institutionally aligned AFSL and ACL - not required to meet production 'budgets' for any product manufacturer.

  • Professional Indemnity insurance and excess – Professional Indemnity, and its associated Claims Excess, is managed by following prescribed processes or demonstrating own processes are appropriate, substantial and implemented. PI is subject to annual review as a result of advisor claims experience.

  • Flexible AFSL & ACL - A flexible supportive AFSL, with industry experienced staff to assist with all aspects of the AFSL and the Practitioner’s place in it.

  • AFSL and FOFA compliance - Successful and compliant processes

  • Control - You retain control over your business: First Mutual looks after the support and infrastructure of the AFSL, so you can look after your business.

  • Access experienced and skilled business coaches to improve the delivery of advice and your business outcomes

A professional partnership that is focused on delivering services that enable you to grow into the future, 

Business Presentation
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