Our Process
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1. DISCOVERY
Our first step is to understand you, your needs and your current financial and medical position.
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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.
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3. ADVICE DOCUMENT
This is when we formalise our advice and provide specific details on the products.
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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.
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5. POST IMPLEMENTATION
Once the advice has been implemented, we will send you a final summary of your cover.
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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.