Our Process

OUR FOCUS

​

PERSONALISED SERVICE

​

Our personalised service provides you with a single point of contact with someone who knows and understands your personal situation. At the time of claim we will liaise with your insurance provider on your behalf, managing your claim quickly and efficiently.

 

ADVICE

​

Our team of highly experienced Advisors are accredited to provide you with appropriate advice for your insurance needs. Our Advisers’ insurance qualifications include Certified Insurance Professional and/or “Associate of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF)” and includes accreditation in a diverse range of domestic and commercial insurances.

We offer advice on the appropriate insurance covers for your needs, as well as reviewing your existing insurance cover to ensure it is adequate. We will suggest how you could take advantage of premium discounts and arrange the most convenient method to pay your premiums.

 

ANNUAL REVIEW

 

We offer an annual review of cover without additional costs. This ensures that your cover continues to meet your changing needs and you won't jeopardise your lifestyle now or in the future.
Tailored solutions through a range of institutions.

We can utilise products from a wide range of insurance providers, with access to over 50 very different insurance companies and specialist underwriting agencies. These range from the huge national and international companies through to the smaller niche insurers and agencies.

​