Insurance advice, tailor-fit for you.

Got 15 minutes? Get customized insurance advice from experienced Australian financial advisers. It all starts with one call—and you’re in control from the start.

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How does our insurance process work?

1. Phone call

We use this call to find out what’s important to you and if we’re a good fit.

2. Proposal fee

We'll assess your needs, review current policies (if any), and provide tailored recommendations (products, coverage) that best suit you.

  • $330 (single) OR $495 (couple) once-off

  • For self employed - $495 (single) OR $770 (couple) once-off

3. Questionnaire

Step through our simple questionnaire to tell us about your lifestyle, health, finances, and income.

4. Advice preparation

Once we gather all your details, we’ll pre-assess with insurers and map out the best strategy for your unique needs. Keep in mind, this process can take up to 8 weeks, depending on how complex your needs are.

5. Advice meeting

Once your advice document is ready, we’ll get you to book in a call with your adviser to walk you through the strategy we've crafted and explain our recommendations.

6. Application

Choose from our recommendations, and we'll handle the paperwork and submit your application for you. Keep in mind, this step can take several weeks or even months, depending on the insurer and specific application requirements. We'll ensure you're informed throughout the process.

7. Policy in force

Once your insurer gives the green light and your policies are active, we’ll let you know right away and provide you with the policy documents. At this point, you can rest easy knowing your family’s safe by having the right insurances in place.

Just a heads up—your first premium payment will be due around this time too. Please make sure you have enough funds available to cover it.

Review

When life changes happen, we're here to help. Reach out to us whenever you need to update your insurance to make sure your insurance is still fitting snugly around your life's needs.

Spend 15-minutes to sort your insurance