Let’s Get You Insured
This is the first step toward building an insurance package that’s tailored to your needs. Before we begin, here’s a quick overview of what to expect.
In this form, we’ll ask a few simple questions about your situation and the type of cover you're after. Your answers will help guide the conversation during your 30-minute consultation.
If you already have a good idea of the type of cover and sum insured you’re looking for, we’ll prepare a preliminary quote with the top three options available in the market — which we’ll go through during the consultation.
If you’re still working that out, no problem. We’ll complete a detailed needs analysis to help determine what’s right for you.
Booking your 30-Minute Consultation
Once you’ve completed the form, you’ll be invited to book a time via our online calendar. A flat fee of $550 (incl. GST) is payable at the time of booking — this covers both the preparation of your personalised Statement of Advice and the full cost of implementation if you choose to proceed.
The consultation can be done over Zoom or by phone. If you have a computer with a camera and mic, Zoom is ideal so we can talk face-to-face and share details on-screen.
What happens after the consultation?
If you’re ready to move ahead, we’ll prepare and present a Statement of Advice outlining our recommendations in detail. Everything needed to get your cover in place is included — no extra fees down the track.
Ready to get started? Let’s go.