The Protect Approach

At Protect Life Insurance we like to keep it simple for our clients. We have made our process straightforward and can be completed in five steps.

  1. Getting Started
    • On our first meeting we will get to know one another and we provide you with our Financial Services Guide (FSG)
    • Find out what your expectation of us and our expectation of you.
    • Complete two easy documents that provide us with the necessary information to contact your super companies
    • It is also important that you bring with you your driver’s licence and if possible your Tax File Number
  2. Analysis
    • We provide you with information of your current finical situations
    • Complete two easy forms that provide us with the information that is required to provide you with accurate quotes that are suited to you
  3. Recommendation & Implementation
    • Explain to you our recommended strategy and gain approval to organise the implementation of our recommendations
    • Presentation of Statement Of Advice (SOA) and any necessary Product Disclosure Statements
  4. Implementation
    • Complete and sign off on your Authority to Proceed
    • Implement the strategy
    • Product applications
    • Insurance applications and underwriting
    • Fee Disclosure Statement
  5. Ongoing Advice
    • Review your insurance yearly
    • We contact you every year to ensure that we keep track of any changes that may have occurred
    • Ensure to keep you up to date with any legislative changes