Personal Risk Insurance
Insurance Clients
Wealth Architects
Servicing existing clients is our main priority
We understand that protecting your family, business or lifestyle is not a set-and-forget process. We therefore continue to work with our existing clients to ensure their insurances keep up to date with their changing circumstances.
You can find a range of resources for our existing clients below.
... we are here to help
Claims service
We aim to prioritise the needs of our existing clients over and above all else. Whether it be sitting down for a comprehensive review or assisting with a simple administration query, we are here to help.
We also take pride in managing the claims process for our clients. An often underrated benefit, this service provides our clients with the knowledge that their claim is being assessed accurately and in a timely manner.
We have had many successful claim over the years – please see the below testimonials for details
Luke, the terminal illness policy you put together for me with Zurich has changed our family’s life forever. Your guidance and quick payout of the policy covered all our issues, we can’t thank you enough.