The right advice for when it actually matters

Professional Advice

We get to know you and identify what’s important,  issues you face and the lifestyle implications of something going wrong.

Explaining policy terms in plain English helps you to make informed decisions. Plus, we know insurance policies inside out, making sure you get the maximum protection available.

The strategies we recommend aim to cover the risk we’ve identified in the most tax effective way.

Making it happen

We help with the paperwork, making the application process as seamless as possible. 

Our longstanding association with the industry and our size provides opportunity to work directly with the underwriters to ensure you get the best terms available.

Keeping it current

Your need for insurance will change as you move through the different stages of your life.  We have a stringent process for making sure your cover is reviewed on a regular basis. Talk to us if things change before the next review period.

Claims Management

 

When things go wrong is when you really need us.  Our team is available to help you make a claim. It’s likely you’ll be experiencing a time of distress, so we try and make it a little bit easier by taking care of the claims process for you.

We’ll represent your best interests with the insurance companies and drive a quick and efficient claims process.

In the case of any dispute, we’ll ensure that the insurance companies fulfil their obligations under the policy we helped you choose.

What advice are you giving me?

Different insurances meet different needs for different people. Not all these types of insurances may be suitable for your situation, however all of them may be suitable! It is important to consider all options to make sure your family is protected no matter what should happen.

  • Life insurance - your beneficiaries receive a payment if you die
  • Income protection insurance - you receive an income stream if you can't work due to temporary or permanent illness or disability
  • Trauma insurance - pays you a lump sum in the event that you are diagnosed with a serious illness such as cancer, heart attack or stroke
  • Total & permanent disability insurance - you receive a lump sum payment if you become so seriously disabled that you cannot work again

 

Feel free to contact us at any one of our office locations using the link below.

Download our flyer here.

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