A financial advisor is, above all else, your advocate. We are independent of whichever provider your insurance may be held with, which allows them to act in your best interests without conflict. We are experienced financial advisors (each with at least ten years of industry experience) and experts in our field. We not only save you the trouble of going from company to company, trying to work out what will suit you best, but can also provide you with formal written advice, tailored to your particular circumstances. Make sure you use a good advisor who is recommended not only by their clients but also by other professionals.
Our small but dedicated team of financial advisors and support staff bring experience, passion and impartiality to insurance advice. We draw from our expertise in the areas of personal and business insurances to advise and support our clients to make well-informed decisions.
At claim time, we are right there advocating for our clients, helping them get the best possible outcome with our experience, empathy and expertise. We seek to empower and guide our clients through the process of creating a strong foundation of appropriate insurance, while allowing for the adjustment and growth that come with changing family needs, careers and businesses. We recommend and endorse strategies that can easily be adapted and updated as required.
"Another great catch up and review of our policy and adjusting to meet our needs. Sound advise - no push to spend more money on unnecessary insurances just enough to cover us for our mortgage and income. Daniel is a genuine person who has your best interest at heart!"