Personalised insurance advice.
Choose cover with confidence.
From quote to cover.
Insurance is one of those things that we hope we never use.
But if we need it? It better be up to the job.
We’re fully online (and on your phone) but there’s no automatic quoting and comparison system here. You get real time access to advisers qualified to provide advice on life insurance products.
How does our insurance process work?
The 15-minute call – let’s talk about you
We use this call to find out what’s important to you and if we’re a good fit. You might be ready to lock in insurance or in browsing mode – we’ll move as fast or as slow as you need. If you need full-service financial advice, we’ll connect you with help.
The online questionnaire – finer details
Step through our simple questionnaire to tell us about your lifestyle, health, finances and income. These details help us develop our personal insurance recommendations and prepare an insurance proposal designed with you in mind.
Insurance proposal fee – personalised recommendations
The proposal outlines our tailored recommendations (life insurance products, coverage amounts and combinations, expected premiums) that best suit you. We’ll discuss any existing health concerns and if they affect your insurance application.
$330 (single) or $495 (couple) once-off
Start the insurance application process
The life insurance application and assessment processes are thorough – because once an insurer agrees to provide you with cover, they can’t cancel your policy. Choose from our recommendations and we’ll do the paperwork for you, organise forms that need your signature, and submit the application.
