Our Process

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

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.

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

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.

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.

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.