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
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LEVEL OR STEPPED LIFE INSURANCE?
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ACC CLAIMS AND ACC LEVIES, GET THEM UNDER CONTROL.
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THE IMPORTANCE OF AN ENDURING POWER OF ATTORNEY IN NEW ZEALAND
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Debt Protection
Many businesses have debt. They need it for vehicles, stock, machinery, and … everything generally
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Trauma Insurance … or Critical Illness … or Progressive Care … or any number of
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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.