MB+M News | Wealth Creation

Spotlight on Bree Hanslow – Authorised Rep

Spotlight on Bree Hanslow – Authorised Rep

MB+M’s Wealth Creation Team brings you a spotlight article on: Bree Hanslow – Authorised Rep

All of our OzPlan Financial Services Authorised Representatives are experienced Financial Planners.  Each representative has a specialisation that they are passionate about.  Today we are going to find out a bit more about Bree Hanslow.

Bree Hanslow  CFP®

Bree loves her role!  Helping people achieve their goals and have that all important financial peace of mind is right up her alley.  Bree is a very kind and thoughtful person and her clients know she always has their best interests in mind.

We asked Bree, what gives her satisfaction in her work? She replied: “Helping retirees enjoy their retirement. I’m also extremely passionate about helping young singles and couples get ahead when they are just starting out on their wealth accumulation journey.”

Specialty – Wealth & Lifestyle Protection

Another area that gives Bree great satisfaction is her specialty – Wealth & Lifestyle Protection (Personal Insurance). This is the first building block in accumulating wealth. It’s no secret our ability to earn an Income underpins our whole financial lives and as our circumstances change, our lifestyle protection requirements will too.

A personalised Lifestyle protection plan balances protection needs with affordability based on cashflow to ensure you and your loved ones have peace of mind against the unexpected.

Under 35’s are especially active and surprisingly, we see that age category claim on their insurance quite a lot!

This happened…

Bree was lucky to help one of her best friends, Allison, when she snapped her Achilles playing netball. It was such fortunate timing as Allison’s insurance had only been in place for about a week before her injury occurred.

The Income Protection payments covered living costs and took the stress away so that Allison could focus on recovery instead of rushing back to work before she was ready.

Getting insurance whilst your younger can have many benefits, such as … an easier underwriting process and reducing premiums later in life.  We find the earlier you organise your personal insurances the better.

Make an appointment

Bree and all of our Authorised Reps are happy to talk to you.  We are currently offering an initial free meeting to discuss your personal situation.  There is no obligation attached. 

Give us a call on 5831 1233 to make your appointment today.

Bree Hanslow CFP® – Authorised Representative No: 1251805

Published 4 March 2024.
The information provided in this article is general in nature only and does not constitute financial advice.