We’re all travelling up the Hill of Life, towards the ultimate summit. Along the way, you may find many “moments of truth”. From passing your driving test, to leaving home for University/O.E. Perhaps it’s meeting the partner of your dreams, getting married, and starting a family. I’m here to provide thorough advice, ensuring that at each stop on your journey, you have the right insurance plan in place, one that stops you from falling back down the Hill and starting over. The right plan starts with the right advice. Then, upon understanding your goals and priorities, we can understand in what situations you need Insurance support. Death, Critical Illnesses, Loss of Income or having to pay for an unexpected surgery. Personal insurance can help mitigate all these areas of risk.
Insuring You
Life Cover
Life Cover
Create a future for those you leave behind. Build a world that secures their future. Whether it’s to cover funeral expenses, mortgage debt, lost future earnings, or education costs…every dollar of cover should serve a purpose.
Mortgage Cover
Mortgage Cover
Whether you’re saving towards the goal of homeownership, or paying down your mortgage, protect that journey, in the event you are not able to work due to an accident or illness.
Trauma Cover
Trauma Cover
Protect against the negative financial consequence of suffering a critical illness. In one of life’s moments of truth, Trauma cover allows you to focus on your health & recovery
Private Health Insurance
Private Health Insurance
We all prefer to have choices in life. Private Health cover provides choice as to when you are treated, where you are treated and how. Also provides cover for non-government subsidized drug treatments.
Income Cover
Income Cover
If you owned an ATM that gave you free money every week, you’d probably want to protect it. If you cannot earn an income, who will pay your bills. Protect your income in the event you can’t work
Total Permanent Disability Insurance
Total Permanent Disability Insurance
Nobody expects to be hit by the proverbial “bus” tomorrow. But if it did happen, and you couldn’t work in your job ever again, would you have a plan B? What is the financial consequence of not working again?
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.