We, at Parkway Insurance Group, welcome you to be part of our family. Schedule a time so that we can complete a new customer registration. This will insure that we have all the necessary information for you on file, and that you are receiving all available discounts. Duration: 30 minutes

We, at Parkway Insurance Group, will contact you to inform about the progress of your claim, and to complete the required customer service steps, so that your claim is successfully finished. Duration: 15 minutes

We, at Parkway Insurance Group, have professional staff that have the mission of helping you review your policies. Please be prepared to take a few moments to tell me about your current situation. All appointments are in the Central Time Zone! Please adjust accordingly for your time zone. Appointments are phone, face to face, or web chat. Your confirmation email will contain all location, web chat, and contact information Duration: 30 minutes

You are booking an Initial Loan Consultation with My Mortgage Professionals. This can be done over the phone, via Video Conference or in person. This is when we have an initial chat about what it is you want to achieve and how we can help. We will gather some basic personal information like your full name, email address, etc. If we decide to continue with the loan application process, you will start to receive emails containing important information and actions to be taken. We look forward to speaking with you.

You are booking a Recommendation Presentation with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we present our loan recommendation following our initial discussion, loan interview and research into loan products that fit your needs and objectives. We will decide together how we proceed.

You are booking a Loan Interview with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we talk about your needs and objectives. Educate you on the finance market and terminologies. Explain the process to be followed and how lenders operate. At the end of our meeting, you will understand exactly what to expect and how we will proceed.

Individual Tax Return - straight forward tax return, ie PAYG Summary, bank interest and deductions

We'll help you with your HMO management/investment or corporate accommodation questions. We're here to help and look forward to talking to you.

If you would like to set up a consultation for virtual assistance, please use this service setting. 

Provide financial advice and services for clients.Inclusive of existing policy review and recommendation 90 mins

Book a call with me for consultation services

No cost, just a discussion on whether we are a good fit for your financial or investment planning needs.

Existing clients.

New ClientsSetup RightCapital accountCollect all necessary personal and financial information

In this first complementary meeting with Baldwin Financial Advisors we will work with you to discover all relevant information so we can begin to plan your financial success. Meeting approximately one hour.

As a client of Baldwin Financial Advisors we recommend Annual Reviews to go over your financial plan for success. Quarterly and Bi-annual Reviews are also available to be scheduled with this meeting. Meeting approximately two hours.

In your second meeting with Baldwin Financial Advisors we will discuss your goals and how to achieve them. This meeting will last approximately two hours.