Our Process

  • 1. DISCOVERY

    Our first step is to understand you, your needs and your current financial and medical history.

  • 2. STRATEGY CONCEPTS

    Everyone is different and it’s important to us that the fundamental concepts of your cover make sense, and how the outcomes from the cover align with your needs, goals, and objectives.

  • 3. ADVICE DOCUMENT

    This is when we formalise our advice and provide specific details on the products.

  • 4. IMPLEMENTATION

    We have a dedicated team that will help you with the application and any associated forms. We will deal directly with the insurance providers and third parties.

  • 5. POST IMPLEMENTATION

    There’s always a few loose ends. We’ll take care of everything to ensure that you, your family, and your business are on track until circumstances change.

  • 6. REVIEW

    At least annually we will review your policy to ensure it is still appropriate and affordable. We are also available for ad-hoc meetings should your situation change throughout the year.