- Life Risk planning: We review your current financial, lifestyle and family circumstances, determine the key risks you are facing and work with you to determine appropriate risk management strategies for these risks.
- Insurance Planning: Where the financial and lifestyle effects of a risk event occuring require the use of insurance, we work with you to develop a cost effective insurance solution to suit the circumstances. Because we are not aligned to any particular insurance company and have no business quotas to fulfil, we are able to recommend an insurance solution from a wide range of alternatives. This helps to ensure that any product we recommend is best suited to your particular need.
- Insurance Reviews: If you already have an insurance programme in place, we can offer a fee-based service to assess your existing programme in the context of your situation and needs.
Mobile: 021 773 925