WEALTH PROTECTION
THE PROCESS
1
MEET & GREET
You tell us about your current protection plan
2
PROTECTION ANALYSIS
We analyse the level of cover you have against the level you need
3
PLAN PRESENTATION
We present our findings and discuss the level of cover you would like
4
IMPLEMENT YOUR PLAN
We negotiate & implement the best cover for you from the best provider
5
MONITOR & REVIEW
We review regularly to ensure you are adequately protected