What You Need to Do Before Your Appointment
Provide us with details of your employer’s sick pay benefits.
Provide us with details of any existing insurance policies.
If you need help retrieving this information, speak to your adviser about signing an authority form, enabling us to contact your insurers directly.
Complete a short confidential health questionnaire – Click here to access it.
Book an appointment with your adviser.
Think about this important question:
If an accident or serious illness left you unable to work, how would you or those who depend on you cope financially? And if the worst happened and you died, are you certain that those you’ve left behind could cope with the financial consequences?
Study the information below to understand the real risks of not adequately protecting your income and loved ones.
Hope Is Not a Plan—The Risks Are Real
Click here or refer to your Personal Risk Report issued by your adviser to see the unfortunate likelihood of experiencing serious illness, long-term sickness, or even death during your mortgage term.
For a powerful real-life perspective on the importance of protection insurance, please watch this short video.
Take a moment to reflect on what these statistics show—it could happen to anyone, including you. Since our establishment in 2004, we have supported many clients who faced these exact scenarios, successfully guiding them through the claims process—thanks to the protection they had in place.
You Can’t Predict the Future, But You Can Prepare for It
Life is unpredictable, but your financial future doesn’t have to be. As your adviser, our role is to protect you and those you care about from life’s unexpected events.
We achieve this by creating a tailored insurance package designed around your circumstances, giving you genuine financial peace of mind for whatever life brings.
Learn More About Protection
Download our Guide to Personal and Family Protection to explore the different types of cover available, how they work, and why they’re essential for securing your future.
To actively explore and visualise how different insurance solutions can protect you, click here to access our interactive Protection Insurance Presenter, designed to guide you step-by-step.
The Right Mindset—Trust the Advice That Protects Your Future
We often spend money on things that provide short-term pleasure but add little to our long-term happiness or financial stability. Insurance might feel like an expense, but it’s actually an investment in your security and peace of mind.
Preparing for Your Appointment
Come to your appointment with an open mind, ready to discuss your priorities and make informed decisions about your financial security.
Our role isn’t to pressure you—it’s to help you understand the real risks, the options available, and the steps you can take to protect yourself and those who depend on you.
The right protection plan is about balance—ensuring you’re covered for life’s unexpected events while staying within a budget that works for you.
With the right mindset and the right advice, you can face the future with confidence and peace of mind.
