Being sure that the diagnosis and/or treatment is suitable is very important. The same is true of insurance advice as well.
A second opinion can provide peace of mind, help you to determine if your current financial strategies and insurance strategies are still on track to achieve your long-term goals, that your protection will last as long as you require and if necessary to make changes before it is too late. We’d like to help and here’s what we offer:
A cup of coffee and a second opinion
You’re welcome to come in and have a conversation with us, without obligation and at no cost, where our insurance advisers will meet with you to talk about your current situation, your current covers to check they meet your goals & objectives.
Once we understand your needs we will prepare a second option paper for discussion with you.
If we think they continue to be well-suited to your current needs & long term goals – in today’s rapidly changing environment – we’ll gladly tell you so and send you on your way.
If, on the other hand, we think your financial strategy and insurance covers no longer fit with your goals & family needs, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us.