Policy Claims Management 

  • You may not have an advisory office but have a policy claim

  • We assess the claim, present on your behalf, coordinate with insurer, medical, legal services to get your claim settled for life assurance, critical illness, income protection and related services

  • You may have a retirement fund and be approaching retirement, but not too sure of your options. We take over the process for you, helping you make sense of the options so you can make the best choice

  • (All subject to terms and conditions)