Just Covered
Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, and tune in for industry knowledge and inspiration. Let's dive into the world of financial services together!
Just Covered
Mortgage Matters | 20 years of putting clients first
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In this episode of Just Covered, Wayne and Hazel celebrate 20 years of partnership with Mortgage Matters, joined by Amelia and Chris. Amelia, a mortgage and protection specialist, and Chris, mortgage services director, share how protection has become second nature in every client conversation.
In this episode, Amelia and Chris cover:
- Why protection should never be treated as an add-on to a mortgage, but part of the same conversation.
- How to make protection conversations feel human and honest, rather than a sales pitch.
- The retention reviews that catch changing client circumstances years after a mortgage completes.
- Real client stories, including hard-hitting claims, that show exactly why the conversation matters.
With two decades of partnership behind them, it's clear Amelia and Chris are building trust one honest conversation at a time.
Listen now.
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