We listen and understand your needs.

We act professionally with honesty and integrity.

We will provide solutions according to your needs and best interest.

We will keep in touch with you and review your policy annually or as required.

We will assist with your claims prompty and be there for you at claim time.

Agree on areas of advice requested and establish other terms of our engagement

Gather all necessary facts of your situation and identify needs and areas of concerns

Analyse and research your circumstances and develop strategies to meet your needs and concerns

Prepare a written statement of advice

Present our written recommendations and implement any agreed recommendation

Monitor the implementation, review as agreed, servicing of claims and policy changes