Choices in the Good times, and dignity in the bad

Protect you & your family's future goals, and lifestyle, by mitigating against the financial consequences of unforeseen death, loss of income, or serious illness.
Take the responsible steps to ensure your business can “Trade on”, no matter what unforeseen circumstances come your way.
You’ve worked hard accruing your possessions, or striving towards the goal of homeownership. Don’t be left with no options to replace/rebuild should the worst happen.

Every dollar of your insurance cover should serve a purpose, don't have a dollar more than you need, and know what your insurance does.

If you were to build a new home, you wouldn’t simply start with some planks of wood, a saw, and a hammer. You’d get a design, you’d consult with professionals. You’d work from a plan. Knowing what to put in your Insurance basket should be no different.  Advice costs nothing, but could mean everything.

Client Reviews

About

The Insurance Basket

The Insurance Basket philosophy is a simple one. Every dollar of insurance cover that you have, should serve a specific purpose. You should not have a penny more than you need or a penny less. What is it that you want? What are your priorities? We are all different. At the “Basket” we are here to advise. Your basket should be balanced and easy to carry. We keep it straightforward, simple, and most importantly understandable.
James Greene
Managing Director
James Greene

Our Process

The first step can feel like the hardest. It’s really just a conversation. I will ask questions about your current situation, priorities, and future goals. I will also listen. This helps me identify the right risk solutions for you, and how you’d like to engage my services.

Based on the information gathered at our first meeting, I’ll take the time to analyse your options, and build a risk solution that fits your needs. I’ll also review all options across the market.

This is all about walking you through your options, based on the services you have indicated are your priorities. I’ll present options, and then work with you to mould this into a solution that fits your needs, as well as your budget.

The fun part. I’ll walk you through every step of the application process before it’s submitted. I then work with the insurance company to produce the expected underwriting outcome.

It’s very important to review your cover at least every year. Life changes, so do your needs. Never have a dollar more of cover than you need. We’ll be in touch to say hi, and find out how life is tracking.

This is what it’s all about. I will assist in your claim in any way you need me to. From helping to complete the application form, and working with the insurer to achieve the right outcome for you.

The first step can feel like the hardest. It’s really just a conversation. I will ask questions about your current situation, priorities, and future goals. I will also listen. This helps me identify the right risk solutions for you, and how you’d like to engage my services.

Based on the information gathered at our first meeting, I’ll take the time to analyse your options, and build a risk solution that fits your needs. I’ll also review all options across the market.

This is all about walking you through your options, based on the services you have indicated are your priorities. I’ll present options and then work with you to mould this into a solution that fits your needs, as well as your budget.

The fun part. I’ll walk you through every step of the application process before it’s submitted. I then work with the insurance company to produce the expected underwriting outcome.

It’s very important to review your cover at least every year. Life changes, and so do your needs. Never have a dollar more of cover than you need. We’ll be in touch to say hi, and find out how life is tracking.

This is what it’s all about. I will assist your claim in any way you need me to. From helping to complete the application form, and working with the insurer to achieve the right outcome for you.

Our Partners