Let's be honest
To provide quality advice takes expertise, knowledge, and time. We make sure you don't fall behind client expectations trying to manage it all by yourself.
Financial Protection Plan
A personalised financial protection strategy considers a clients current sitution, goals and future needs. We work with your clients to build a plan that identifies precisely what they believe is worth protecting. We regularly review and monitor their policies and hold ourselves accountable for the execution and success of their protection.
Life Insurance
Upon the demise or diagnosis of a terminal illness in the insured individual, Life Insurance offers a one-time lump sum payment.
TPD Insurance
Total and Permanent Disability (TPD) Insurance offers a one-time payment in the unfortunate event that the insured individual experiences a level of disability that makes it improbable for them to resume their regular duties.
Income Protection Insurance
An Income Protection Policy provides compensation of up to 70% of your income in the event that you are unable to work for an extended period due to an accident or illness.
Trauma Insurance
Trauma (Critical Illness) Insurance offers a one-time lump sum payment upon the diagnosis of specified medical conditions or injuries outlined in the policy.
Claims
When things go wrong your clients need someone in their corner to support and guide them. We provide free claims management to all your clients. This process includes the initiation of the claim, completing the claims pack and liaising with your insurer to attain the best outcome.
Underwriting
Advisers tend to be hesitant when asking tough health related questions leading to surprise exclusions, loadings and declines. This is not our approach! We focus on finding the best protection solution, this requires delving into the tough details.
Administration
The finance industry has a surplus of paperwork, red tape and logistical headaches. We ensure that your transactions and applications are made correctly and compliantly. Saving you time, energy and reducing the risk of costly mistakes.
Accountability
A key ingredient to a successful strategy is doing the work. We ensure that you take action towards obtaining the right levels of protection and implement the changes required to get there.