Financial Services Pricing

What’s Included

• Complimentary Discovery Meeting
• Strategy & advice for
  • Families
  • Sole Traders or Small Business
• Review of existing default insurance within industry super funds
• Refunded upon the placement of any new insurance policies

What’s Included

• Complimentary Discovery Meeting
• Strategy & advice for
  • Individuals & Couples require policies owned via a Self Managed Superfund
• Review of existing default insurance within industry super funds

What’s Included

• Complimentary In-depth Review Meeting
  • Complete review of existing, full underwritten retail life insurance policies (such as those with Zurich, TAL, NEOS, AIA)
  • Policies which have been medical assessed
  • Are guaranteed renewal
• An in depth look into what you are currently covered for and compare this across to ensure not only your premiums are competitive but the quality of policy is up of high standard. Most importantly though, make sure you actually understand how the policies will react in the event of a claim.
• Discovery Meeting to get to know you and your situation to ensure your current sums insured are aligned with what you need. Its vital to know if you are over or underinsured.
• Ensure the policies are funded in the most cashflow & tax effective manner possible.
• Ensure when the cover was originally applied for, there is no discrepancies that need to be amended to ensure total certainty at claim time.
• Ensure beneficiaries are listed correctly. Our sole job is to make sure the money ends up at the right hand at the right time.
• Beneficiary Kit for your nominated beneficiary outlining exactly what to do and who to call at claim time.