1
We take a look at your needs
WE TALK ABOUT WHAT'S IMPORTANT TO YOU
We’ll meet at a time and location that works for you. Tell us about what’s important to you and together we’ll work out what type of cover you need and together we’ll get it right.
2
We find the options you choose
SAVE YOUR PRECIOUS TIME
We find the right mix. We find you the best insurance options for your needs, then guide you through the process. Straightforward and fuss-free.
3
We keep your priorities covered
AS LIFE CHANGES, SO DOES YOUR INSURANCE
We keep in touch. We check in with you every year to make sure the information we have is up to date and that your insurance is still right for you.
Put our expertise to work with complementary know-how and proven guidance. We get the right insurance for your needs. Have a chat with us about what’s important to you.
How We Help
We're your claim advocate at the claim time
YOUR BIGGEST CLAIMS ADVOCATE
It’s our promise to take care of you when you need us most – at claim time. When life throws a curve ball, dealing with insurance companies is the last thing you should have to do.
We’re your absolute advocate at claim time: we manage the process from start to finish and put your insurance to work.
A good insurance adviser always:
Puts your needs first.
1
An adviser who listens carefully to what you say and goes to work for you – taking the time to make sure you have the right products and insurance mix for your needs.
Knows the insurance market.
2
A good insurance adviser will be able to understand the ins and outs of a comprehensive selection of insurance products and services to meet your individual needs.
Has the ability to explain things clearly.
3
Coupled with the ability to listen and empathise, a good adviser should take the time to explain, in plain English, exactly how a policy works, what it covers and how it pays out, as well as any technical terms and other questions that may come up.
Responds to your calls.
4
You should be able to get hold of your adviser easily – with a timely response to calls and questions – both before and after you’ve signed up for your insurance.
Understands the technical details.
5
It’s vital that an insurance adviser understands the legal requirements, policy limitations and disclosure obligations of the products they recommend, to make sure you have the best outcome when it comes time to make a claim.
