HOW CAN WE HELP YOU?
At first meeting we explain who we are, what you can expect from us and our advice advice process. Then we establish what itis we can help you with.
At first meeting we explain who we are, what you can expect from us and our advice advice process. Then we establish what itis we can help you with.
We discuss your lifestyle and goals, then identify and agree on any potential issues that will prevent you from reaching them
What are your key risks and how we manage them? We look at your individual needs, current situations and future objectives. We research the market to find the best cover available and make sure it fits your buget.
Then we design your risk protection plan.Next we go over the recommendations. explain what we have done and why we have done it. This is your plan so you need to understand how insurance works and decide what is best for you. Everyone is different so it its important you are comfortable with the recommendations.
Once we agree on a plan we assist you with completing applications and explain the underwriting process.
As your life changes so will your insurance needs. We offer regular reviews, but if your circumstances change we are only a phone call away.
In the event of a claim our team is committed to assisting you to obtain the best possible outcome.