Our Process

  • 1. DISCOVERY

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

  • 2. STRATEGY CONCEPTS

    We then present you with multiple insurance concepts and covers based on your needs and explain the various parts of the strategy.

  • 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 medical application and any associated forms. We will deal directly with the insurance providers and third parties.

  • 5. POST IMPLEMENTATION

    Once the advice has been implemented, we will send you a final summary of your cover.

  • 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.