Our Process

We are committed to exceeding your expectations. We provide you with added value services. We look after clients in Waikato, Auckland and Bay of Plenty areas. Our success in the past has come from always putting the client’s interests first. That is why 90% of our clients come from referrals, from satisfied clients.
We offer a wide variety of services tailored to fit your specific needs. For further information please contact us for an obligation free assessment.

We have an unique process which is:

  • Discuss your situation and needs
  • Help you to identify your risk areas
  • Discuss options and propose specific solutions
  • Prepare a Personal Risk Summary report outlining your risk portfolio
  • Help you choose the correct options that are right for you and your budget
  • Help to put the plan into action
  • Review your plan periodically
  • Help you with any claims
  • Free ongoing advice and support