Estate Planning.

Get the outcomes you desire.

Having a plan in place is paramount to ensuring the outcomes of your estate are as you desire. Furthermore, by ensuring your wishes are clear you can minimise the risks of challenges to your estate but more importantly minimise the chances of any family fallout as a result.

We can assist in developing a plan but also ensuring that you do not miss any important factors that can potentially bypass your estate such as superannuation and insurances.

GOOD ADVICE MATTERS

We uncover the best Estate Planning advice for you.

  • 1. DISCOVER

    We listen and act when we understand.

    We start by establishing a crystal-clear understanding of your circumstances and identify what is important to you. In this introductory stage, we discover your budgetary guidelines and expenses to establish a clear understanding of the types of cover most suitable for you.

  • 2. RESEARCH

    We uncover the cover best for you.

    We undertake thorough market wide research across all insurers and carry out in-depth policy & contract analysis. All our research takes into account a pre-assessment of any medical & financials issues and includes in-depth premium analysis.

  • 3. ADVICE

    We provide intelligent and expert advice.

    Our advisers will discuss the outcome of the research and an evaluation of the proposed levels of cover. We will provide a Statement of Advice and discuss the best options for you and your circumstances.

  • 4. IMPLEMENT

    We provide intelligent and expert advice.

    Our dedicated administrators will arrange all paperwork, fast tracking any medical & financial requirements. We have considerable expertise in negotiating medical loadings or exclusions which is a huge benefit to the client at this point in the process.

  • 5. ANNUAL REVIEW

    We keep you and your cover up-to-date.

    Each year we will review your policy, discuss your levels of cover and make amendments if required. All members receive a summary of schedules and taxation information from Priority Life and their insurer year on year.

  • 6. CLAIMS TEAM

    We take the worry out of claims

    Our dedicated claims team aims to ensure you receive priority service and peace of mind though the claims process. 24/7 phone and online fast and efficient service including crisis management.