With so many types of cover, different policies and a myriad of tiny details to work out, there’s no denying that Insurance is a complex affair.

The complexity may not be evident at first, but if you dig deeper, you will find that one size does not fit all. Things change, you change. That’s when Insurance Advisers like us can help, by offering expert guidance every step of the way – from quote to claim.

Here are five ways we make a difference.

Purpose fit for you

We know the Insurance market inside and out, with its abundance of options and features: shopping around on your behalf is what we do. Whatever your circumstances, we’re here to help you find an Insurance policy that’s suited to both your current and future needs.

We get to know YOU

To help you protect what matters most to you, we take a personalised and personable approach: we have a chat, discuss your needs and budget, and get to know you and your goals.

As we see it, Insurance advice is not a simple one-off transaction: it’s a long-term relationship that can have a significant impact on your financial future. And because your life and priorities may change, we always recommend that you check in regularly: a big part of our role is to help you ensure that your cover keeps up with your life – at all times.

New benefits or options? We keep you in the loop

We work with a range of Insurance providers to make sure that you have access to the most suitable deals around. Plus, at review time, we will let you know if there are any new benefits or options that are more appropriate to your needs.

Why DIY when we can assist you?

Securing Insurance on your own (online or with a bank) may look quick and easy at first sight: short forms, few questions asked… However, remember: what looks like a bargain may not be one at all. By purchasing Insurance online, you may find it harder to identify what’s covered and what’s not. Plus, you might unwittingly increase the risk of non-disclosure (for example, forgetting to disclose past medical conditions), which ultimately can lead to an unsuccessful claim.
By asking you the right questions, we can help you avoid the risk of non-disclosure, and ensure that you are aware of what your policy covers, and what it doesn’t.

And when claim time comes…

Unfortunately, claiming on insurance usually involves a great deal of paperwork, which adds stress to an already difficult time. It’s also – for most people – a new experience that can be confusing to navigate.

But you needn’t worry about confusing processes and handling paperwork with an adviser in your corner. We take care of the process and deal with the Insurance provider on your behalf; we represent your interests with the insurer and facilitate the claims process for a speedy outcome.

In a nutshell, let us help you. We know the market, understand the fine print, are here to answer your questions and handle the claim process for you. As advisers, that’s our role.


An Adviser Disclosure Statement is available free and upon request.