5 STARS · 100+ PAST CLIENTS · ONE ON ONE INSURANCE REVIEW
A 30 minute, one on one meeting with a financial adviser who provides options on Insurance providers and advice on the various settings ‘people like you’ should choose.
$FREE, however fee-based consulting is available upon request.
What is it?
An initial ‘discovery’ meeting where we explore your situation, and explain the types of insurance and the amounts suitable for you within your budget.
A second meeting where we present a tailored insurance recommendation from one of our trusted providers that you can choose from.
An implemented insurance plan which we review regularly and assist at time of claim.
WHO IS THIS ADVICE FOR?
Families, individuals and businesses building up wealth and in need of security to protect their loved ones from financial harm.
A clear and simple plan
That covers the risks that matter most to you, within your budget and preferences.
A choice of provider
And expert advice from a team of advisers who genuinely geek out on insurance!
Confidence and peace of mind
Knowing that someone outside their world has done some research and recommended something from best practice point of view
Support at life’s key moments
To help adapt and update your plan for affordability, or lifestyle changes