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We recognise that personal risk advice is a specialist area. The wrong structuring, solutions and or terms can be significant. For this reason, we have invested in specialist capability to support our advisers and to ensure that comprehensive wealth protection strategies are available to families, individuals and businesses.

We offer a five step insurance service to help protect your financial future. Our process includes:

  1. Uncovering and quantifying potential risks that could prevent you from achieving the life you want to live.
  2. Undertaking a gap analysis to minimise the levels of insurance cover that you may require.
  3. Review any existing cover and its suitability to your current needs.
  4. Obtaining on your behalf, best product, pricing and insurance terms without sacrificing the quality of the insurance cover.
  5. In the event of a claim, we will coordinate and manage the paperwork until the claim has been paid to your satisfaction.

If you require a review of your insurances, contact an adviser today.
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Private Wealth