Insurance Protection Service

by Paul Pulgerino Financial Planner

Our Insurance Policy

CUSTOMIZED

We believe it is essential that our analysis and research is customised to each client. The detail can be extremely important when it comes to insurance cover and this is why we conduct a detailed process.

ACCURATE

We value accurate amounts of cover, so you are not over insured. We research a range of providers to ensure you receive a competitive market rate.

STRATEGIC

We value optimising the structure of your insurance to ensure you achieve your financial objectives in the short and long term.

IMPORTANT

We believe the less wealth you have the more important it is to have protection as any financial burden placed on you and your family by accident or illness can be devastating.

COST EFFECTIVE

The premium structure of your cover can also make significant differences to your wealth over time. For this reason, we believe in optimising a combination of stepped and level premiums to suit your situation by proving Insurance Advice Melbourne.

INSURANCE PROCESS

    Educate you about your options, explaining risks and probabilities

    Investigate your personal health and employment circumstances

    Evaluate your personal risks and insurance preferences

    Calculate your insurance strategy

    Research a panel of insurers to find a cost effective solution

    Make a recommendation for cover with a specific insurer

    Manage the implementation of your insurance recommendation

    Monitor your cover in accordance with your life changes and modify policies when necessary.

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Created on Jul 1st 2019 02:38. Viewed 92 times.

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