Let's get you insured
This is the first step to getting an insurance protection package that is tailored to your needs. Before we begin, I just want to give you a quick overview of what to expect.
In this form we will ask you some basic questions regarding your situation and the cover you are looking for. The answers to these questions will direct the conversation in our 30 Minute Consultation.
If you know the type of cover you want and the sum insured, we will prepare a preliminary quote with the top three options in the market place. These will be presented to you during the consult.
If you are still unsure of what type of cover you need and how much, we can assist you with a detailed needs analysis.
Booking your 30 Minute Consultation
Post completion of this form, you will be invited to book a time for your 30 Minute Consultation via our automatic calendar booking system.
The consultation is done via either Zoom or phone. If you have access to a computer with a camera and a microphone, Zoom is the best option so we can have a virtual face-to-face and share information on the screen.
What happens after the Initial Consultation?
If, during the consultation, you decide that you would like to proceed with an insurance application, we will then prepare and present a Statement of Advice with all of the relevant detail.
The cost to prepare and present this advice is a flat $330 inclusive of GST. This also covers the cost of implementation, should you decide to go ahead.
Ready to get started? Let's go!