Protection & Risk Review

Carefully creating a Protection Plan to deliver the security and Financial Freedom that you deserve.

1 Initial Meeting

The first meeting is at our expense to help you decide whether we can add value to your future. We will clearly explain how we work, the services we offer and how we get paid. If you wish to proceed, then with your assistance we will gather your information and discuss your priorities around your personal and business protection issues.

2 Review Existing Arrangements

Utilising the information gathered, we will analyse your position and assess what actions need to be taken to ensure your protection needs are met in the most tax efficient manner.

3 Recommendations

We will provide you with recommendations after reviewing your existing plans on what should be in place to meet your needs.  Your current position, type of cover required, term of cover required, provider preferences and value in the marketplace will all form part of the recommendations.

4 Implementation

If following further discussion, you're happy to proceed with our recommendations, we can begin to implement / amend your protection plans.

5 Ongoing Review Service

Should you choose our Ongoing Review Service, this allows you to review and revise existing plans as your circumstances and objectives change to ensure that your protection needs are met.

Protection & Risk Review Framework Financial