Balance today.
Security for tomorrow.
The future can feel uncertain, but the right protection brings balance and peace of mind. We help you understand the options—life insurance, critical illness cover, income protection—and build a plan that protects what matters most.
Initial Consultation
Helping people is at the heart of everything we do. All of our clients receive a fee-free initial no-obligation consultation from one of our experienced advisers. After the initial consultation, you can decide to proceed by paying our fees up-front or on completion. Either way, we are happy with what works for you.
Advice & Planning
We understand that every individual and family has needs, situations, and challenges that are unique. Therefore, we take the time to really understand you and help you find the right protection cover you need for you and your family.
Sourcing & Application
As part of the process, we will directly liaise with the insurers to find you the right deal for your personal circumstances. We will, where suitable, advise you on other products that may be worth for you to consider.
Here for you.
No overwhelm. Just clarity, honesty, and wise guidance that helps you safeguard your tomorrow.
How our Team help you
reach your goals
Discovery
Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.
Assessment
A meeting with one of our Protection Advisers to gather the necessary data for your Protection Plan. We’ll discuss your health, lifestyle, and goals, including wealth, assets, expenses, and income.
Plan of Action
Our adviser will present your personalised protection plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your personal and family objectives.
Implementation
Your adviser will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated throughout the entire process.
