Our Insurance Process


The initial meeting will discuss your goals and objectives and any time frames as applicable


You receive a written risk insurance based on your insurance requirements which will align to your goals and objectives.


The insurance recommendation are discussed with you and any changes and alterations are made


An implementation agreement will clearly outline the insurance recommendations which will then forwarded to the insurer for underwriting


Additional advice(if applicable) e.g taxation, estate planning, fire and general will be handled by specialist support staff


Once the insurance has been accepted by insurer you will 10-14* Days to review the policy that it meets your need.

Life Insurance

Life Insurance gives you peace of mind that whatever happens, your loved ones are looked after.  We’ll work with you on setting up a policy that suits you, through to timing your payments to suit your budget.


Suffering a serious illness or injury can have a major financial impact that can be quite stressful especially if there are any payments or obligations you need to make during this time. Having Trauma cover helps with financial commits while being out of action from earnings.  

Total & Permanent Disablement

Total and Permanent Disability Cover or TPD Cover ensures you will receive a cash lump sum if you become totally and permanently disabled and therefore unable to work through injury or illness. 

Income Protection

Income protection insurance provides individuals with continuity of income should they suffer a long-term illness, disability or other loss of income that is not covered by ACC.

Business Insurance

Running a business is often a challenge, so it makes sense to manage risk, uncertainty and protect your livelihood.  

Medical Insurance

Health insurance covers medical expenses for illnesses, injuries and other conditions. 

Insurance Form

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