• Wealth Protection: We go over your current individual, family situation to determine the insurance cover you require. This may be Income Protection, Life Insurance, Trauma Cover or TPD (Total and Permanent Disability). We can also advise on your Business Insurance requirements. • Wealth Creation: Financial Strategies, Estate Planning and Tax Advice. • Wealth Preservation: Retirement Planning, Money Management and Tax Reduction. • We provide recommendations and competitive quotes based on the information you have provided. We are happy to provide quotations to you with no obligation to proceed to application. • As brokers, we have access to most products and insurers in the Financial Services marketplace. • We will take your feedback on board and will modify our recommendations if necessary until you are completely happy with the combination of cover that suits your budget. • We assist you with the completion of the paperwork and liaise between you and the insurer to implement your cover. We are the one stop point of call for any enquiries you have about the cover, rather than you having to go direct to the insurer. • Once your cover is in place, we review it every 12 months to make sure it still meets your requirements and the cost is the best in the market. • If you need to make a claim, we will manage the claim process to ensure it runs as smoothly as possible for you
