GEN Y INSURANCE EXPERTS

SOMETIMES LIFE CAN THROW YOU A CURVE BALL

PUSHING HARD TO ACHIEVE YOUR GOALS

  • Connect to it
  • Take control
  • Invest in yourself and your future
  • Secure your financial freedom

WE believe in pushing hard to achieve your goals and smashing through any barriers along the way.

Sometimes life can throw you a curve ball, and you may end up ill, injured or unable to work. Having a wealth protection strategy in place can mean that financially, your goals don’t have to be affected. It may be that you’re unable to work for a brief or extended period, but you know that you’re still moving towards achieving your goals the whole time. This allows you to focus on getting better!

WE know wealth protection isn’t particularly fun to think about, or talk about, but it’s a vital part of everyone’s life. To make it a bit easier, WE’re happy to do a complimentary insurance review for you! That’s how serious WE are about getting protection in place.

It’s never too early, or too late to have this conversation, let’s start today.

FREE INSURANCE CONSULTATION
(30 MIN)

  • Review your existing insurances

  • Analyse your needs

  • Explain in detail how the insurance process works

  • Determine suitability

OUR
SERVICE

  • 1
    Establishment
    • Discovery, goal setting and analysis session
    • Preparation of tailored advice
    • Implementation of insurance
  • 2
    Annual Review
    • Annual insurance review
  • 3
    Ongoing Support
    • Administrative assistance
    • Advice around needs when circumstances change
    • Other advice as needed with potential to upgrade to our other service offerings!