We are able to compare Life Insurance, TPD, Income Protection and Trauma insurance policies. Our aim is to help you find the most competitively priced policy that best suites your individual needs. We believe every individuals circumstance requires a unique solution and that one size does not fit all.
Our life insurance service is free and we are committed to being there for you, especially at claim time.
Firstly we need to get to know you by ascertaining your unique circumstances, needs and aspirations. Once we have done this we develop and provide you with your financial plan outlining personalised financial strategies to secure your financial future with peace of mind. Once your plan is in place we provide regular reviews to make sure that your plan is always on track.
To provide this level of personal service, we will work with you to:
Assess your current financial situation
Determine short / medium / long-term goals
Protect your assets (insurance)
Prepare a tailored strategy
Consider alternative products
Implement the strategy and plan
Review your situation annually
Provide ongoing monitoring and reporting
Your financial objectives, goals and needs will be revised periodically to maximise your financial well-being. Your relationship with your financial adviser is long-term and through regular communication we will become your trusted financial partner through life.