Creating an Insurance, Healthcare or Investment Portfolio for Private and Corporate clients starts with the first building block which is a Needs Analysis. During the Application Process a Needs Analysis forms the basis from which underwriting decisions are made by a Financial Services Provider. Providing a Quote based on the correct information obtained during a Needs Analysis provides the client with the confidence and certainty that their possible future claims will valid and therefore be honored.

Policy maintenance is where we build relationships with our Private and Corporate Clients. Providing peace of mind means being there for every step the client takes during their journey of building a Private or Corporate Portfolio. Simple and small changes sometimes have a big effect and we are there to provide the correct guidance, education and advice during this process. 

Claiming against a policy should be a hassle free process. This is where we as a team focus on quick turn around times, consistent follow up communication and exceeding the clients expectations.