The IAS approach
IAS takes a truly strategic approach to insurance and financial needs and ensures a best fit for businesses, individuals and families each and every time.
Far from your average broker, IAS specialises in pairing solutions to circumstances. Considerate, articulate and sensitive to the review and management of claims, policies and products, our team is driven and dedicated to ensuring a custom fit for you, your family and business. Over four decades, we have managed the payment of thousands of claims and take each and every review, claim and recommendation personally.
Incorporated for over 40 years ensures experience, knowledge and skill at identifying unforeseen risks and producing effective strategies. Unlike most brokers, we do not rely upon mathematical formulas or statistical models generated by computers to produce solutions– we believe every client is unique and our approach is tailored accordingly.
Known for our ability to dissect complex, detailed and often misunderstood wording and polices, we are skilled at identifying weaknesses and proficient in highlighting opportunities for you. Our “less jargon, more insight,” approach to business provides clients with the confidence that a best fit product will always be in place and that attention to detail from specialist account managers is ongoing.
Ethical Standards and Charter
There is a new FASEA Standards Authority as at 1 January 2020. They have implemented a new code which includes a set of principles and core values that lays the foundations for our profession.
It is a principles based model providing a powerful framework to reinforce ethical conduct and encourage a deeper engagement by the individual with their duties to their client as well as wider society.
This Code and the Standards within it are a matter of legal obligation and provide a foundation for conduct for all financial advisers, whatever their employment circumstance. The Code is to be monitored and enforced, by one or more monitoring bodies, under a compliance scheme approved and supervised by ASIC.
We welcome the new FASEA Code and an upgrade of the Standards, these fall in line with the way the IAS conducts its business and has been conducting business for the last 45 years. They also align with our own core values.
Our Values
The three Core Values of Curiosity, Consistency and Communication work in conjunction with each other to create the two Core Values of Trustworthiness and Reliability.
Encompassing all of these values is Appreciation – acknowledging and valuing the positive qualities, actions, or contributions that an individual, item, or experience brings into our lives. Appreciation goes beyond simple recognition and encompasses a more profound sense of gratitude and acknowledgement for the impact and value that someone or something has.
Curiosity
The desire to know and be inquisitive about anything including others concerns. Curious people always ask questions and search for answers. Their minds are always active.
Consistency
Demonstrating a high level of integrity, honesty, loyalty and respect in all situations with all people. Reliability and uniformity in dealings with clients.
Communication
Great communicators choose their words well, understand their audience, and connect with them at the right time and place. You can master the skills and learn how to be an effective communicator internally and externally.
Trustworthiness
Acting to demonstrate, realise and promote the value of trustworthiness requires that you act in good faith in your relationships with other people. Trust is to be earned.
Reliability
The ability to be relied on or depended on, as for accuracy, honesty, or achievement. Consistent performance upon which you can depend or trust.
Appreciation
When we appreciate someone, we take the time to truly understand and acknowledge their efforts, qualities, or contributions. It may involve expressing gratitude, admiration, or respect for their actions, talents, or presence. Appreciation can be expressed through words, gestures, acts of kindness, or even by simply being fully present and attentive in the moment. Appreciation plays a vital role in nurturing and strengthening personal and interpersonal connections. It creates a positive and supportive atmosphere, fostering deeper relationships built on trust, respect, and understanding. By expressing genuine appreciation, we uplift and validate others and cultivate a sense of fulfilment and joy within ourselves.
At IAS, we understand the transformative power of appreciation within our team and with our clients. We are empowering our team to be conscious leaders and include appreciation in our 1:1 meetings with each team member. If we are providing constructive feedback, we also need to provide positive affirmations for the work that is being undertaken to change and grow.