Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy data foster to collaborative thinking.
Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy data foster to collaborative thinking.
Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy data foster to collaborative thinking.
01
Establish & Define Relationship
We'll ask a few questions to establish how we can help you, provide a disclosure, scope of service and fee structure.
02
Collect Client Information
We will get a good understanding of your financial situation and your plans for the future. We may also need some paperwork and documentation.
03
Analyse & Assess Options
Our insurance broker will then calculate your risk, research the options, call underwriters, get quotes and compare policies and premiums.
04
Develop & Deliver Advice
The research is put into an easy to read document and presented to you. Our insurance broker will be there to present and discuss our recommendations.
05
Implement Recommendations
When you're happy we will help with the application, underwriting, and ensure you understand any endorsements and details.
LOSS OF REVENUE, COULD YOUR BUSINESS SURVIVE?
Loss of Revenue due to illness or injury, are you prepared? Loss of Revenue: three
23Mar
LEVEL OR STEPPED LIFE INSURANCE?
What’s the difference and what’s the best for you. When it comes to life insurance,
ACC CLAIMS AND ACC LEVIES, GET THEM UNDER CONTROL.
It may even be a money saver, tradies you’ll want to read further. ACC is the
21Feb
THE IMPORTANCE OF AN ENDURING POWER OF ATTORNEY IN NEW ZEALAND
What is an Enduring Power of Attorney (EPA) and why am I reading about in
Debt Protection
Many businesses have debt. They need it for vehicles, stock, machinery, and … everything generally
Trauma Insurance
Trauma Insurance … or Critical Illness … or Progressive Care … or any number of
All about ACC
Here’s everything you need to know about ACC and why you shouldn’t rely on ACC
Insurance on a Visa
Here’s everything you need to know about insurance options when you are emigrating to New
Do I Need Affordable Life Insurance in Retirement?
Yes, you do as Death comes carrying an invoice.
23Jan
INCOME OR MORTGAGE COVER: WHAT’S THE DIFFERENCE?
Income Protection/mortgage protection are monthly payments if you can’t work through illness or injury.
