SERVICES

We take a more modern and holistic approach. We’re not here to sell you a product, we’re here to design a solution that fits you and one that changes as your needs change.

We’re staffed with business professionals that design, not salespeople. We’re known for our integrity and we’re focused on excellence. The relationships we have with our clients are for the long term, we treat you with the professionalism that a lifetime relationship deserves.

We have experienced business professionals with insurance, accounting and entrepreneurial backgrounds that also fully understand small business needs. We have experienced administration staff who ensure our clients claims are well tracked through each insurance providers processes.

OUR PROCESS

The Initial Meeting

We take the time to personally meet with all our clients and get a good understanding of their situation, both business and personal, to identify the key factors that need to be prioritised in your plan.

The Plan

You receive a written plan with our recommendations, this includes the most competitive options available in the market taking into account the benefits provided under the various policies and their relative cost. We can work closely with your other business advisors and we encourage you to have their input into the overall plan.

The Review

We meet with you each year to review and adjust your insurance plan as required, to ensure that it continues to meet your requirements.

The Claims Process

We never lose sight of the fact that when you need to claim is when you need us most. We’re right there beside you, understanding your needs, answering your questions and supporting you through the process with the insurance providers.

By following our Insurance Design Process, we can recommend, implement, and regularly review your insurance plan keeping it current and relevant to your situation. This means that at claim time the insurance then responds as required.

If you have any questions about our process,

please don't hesitate to contact us

09 447 3260

76 Unit 5b

Paul Matthews Road

Albany

 

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