The first appointment
In the first appointment we gather some important preliminary information from you and explain our process. We then go away and start strategising a tailored insurance plan for you.
It starts with understanding what type of lifestyle you want now and into the future. Then we devise a insurance strategy to ensure that even if the worst was to happen, you and your family will be covered.
Give you less, rather than more, to do
We will be your financial expert to talk through big decisions
Be realistic about the path to get you to where you want to be
Design safeguards to keep you on track
Develop a sophisticated, personalised plan that’s easy to understand & implement
A thorough analysis of your current financial position
Clarity and prioritisation of your future objectives
Identification of strategies to close gap between current and future wealth
Implementation of agreed plan
Unlimited follow up from your adviser
A insurance plan designed by us will show you exactly what it will take to avoid unnecessary stress for not just you, but your family.
So that you feel 100% comfortable with the team who will be helping you meet your financial goals, we provide you with two completely free focus sessions with your adviser before you have to make any decisions.
These free appointments are our way of working out whether we can deliver you significant value, and we feel our values align.
In the first appointment we gather some important preliminary information from you and explain our process. We then go away and start strategising a tailored insurance plan for you.
In the second appointment you receive a fully personalised financial model that shows exactly what your financial future looks like if something was to happen to you or a loved one. Then we explain your options on what you can do to ensure you and your family are protected.
At this point you can choose to walk away – you are under absolutely no obligation to continue.
To enquire about your 100% free appointment call
To find out how we might work together, call us to request a free appointment on