The True Pride Calculator gives us an idea of what kind of insurance you need, and some important information about your situation.
After this, we’ll sit down and have a chat! We’ll discuss the findings of the Calculator and organise to go through your situation in detail.
Our Discovery session is our opportunity to discuss your specific situation. This call will give us what we need to start putting a plan together for you.
Time to hit the books! Next we'll gather all the relevant information from our suppliers to give you the most useful, accurate advice we can.
Next, we’ll put together a presentation of our advice, along with several options that we think are worth reviewing. Once it’s ready, we’ll have a meeting and talk it all through.
Once you’ve selected an option, we’ll get to work bringing together our strategy and the relevant products into a single Statement. Once that’s ready, we’ll have a meeting to take you through it, and get your sign off.
We’ll walk you through the application process, answering any questions that you may have, and ensuring the application process is as quick and easy as possible.
And that’s everything! We’ll lodge your policy, and you can get back to making the most of every day without having to worry about the worst case scenario. You can leave that to us.
Our support doesn’t end with lodgement. We’ll be on hand to deal with agencies and to ensure that the policies we setup stay beneficial to you in the long term. We’ll check in annually to make sure that you only every paying the minimum necessary to be covered.
Should you need to lodge a claim in the future, we stand ready to help you through that process and ensure you get the very best outcome.
Financial Advice isn’t one-size-fits-all. Good advice is customised and unique to each person, speaking to their personal situation. This is the kind of advice we give.
In the past, we’ve worked to help our clients with;
If you are no longer around make sure that your loved ones are taken care of financially. Whilst not two needs are the same, the principles used to calculate the amount required are. Using these principles, we make sure you have the minimum amount of cover at all times.
Most of the "fun" planning we do in life revolves around our ability to earn an income. Income Protection steps in if you are unable to work due to an accident or medical condition which precludes you from working for longer than your waiting period. A common question is about redundancy, unfortunately, this is not a claimable event for Income Protection.
Invented by a South African Cardiac Surgeon who saw the financial impact of major health incidents on his patients. This is the "newest" insurance of the four (created in 1983) and also the one we are most likely to claim on. Most policies will cover you for around 41 different conditions with the majority of claims coming from Heart Attack, Cancer and Stroke.
To qualify, two Dr's need to determine that you will never be able to work again. There are two broad definitions of TPD: Own Occupation & Any Occupation. Unlike Income Protection, TPD provides a lump sum payment. Some of the claims I have helped with are: Multiple Sclerosis, Parkinson's and Long Term Mental Health.
Having the correct insurance in place provides the financial support and having a personalised Will and Estate Plan drawn up allows you to articulate what you would like to have happen with these funds. Getting this right can make a massive difference to your family and is a really important piece of the puzzle. Will kits are cheap up front but like anything, you get what you pay for. A Will needs to be drawn up by a Lawyer, we can introduce you to a couple of lawyers around Australia to help you get this done.
Old fashioned personal service is our focus. It is not your job to remember to check in on your insurances, that is ours and we will always do this. Our goal is to make sure as your life changes, your insurance reflects this. The goal is to have the minimum insurance levels over time. As we get older, our need for insurance typically reduces so why not reduce the cover over time to save money. In addition to this, handle all claims in house - this is where the true value of insurance is found.
I highly recommended Craig as a hard-working, well researched professional, Craig helps you no matter what your situation looks like and is in it for the long haul!
He is definitely one of the good guys whose values are a credit to his reputation.
Call him today – you will not be disappointed!
I’ve known Craig and his team at TruePride now for some time and take the short amount of time out of my week to watch his YouTube posts. It was one of those posts in particular which kicked me into action.
I’ve learnt that insurance is one of those things people tend to set and forget. Craig opened my eyes to the importance of regularly reviewing my insurance position and to prepare for things that I’d rather not think about including injury or worse…
Following Craig’s advice, I’m now set up with an insurance scheme that I can actually realise benefits from without something bad happening. I’m not one for tracking sleep or tracking steps but to be rewarded for it when doing basically nothing, is pretty cool.
I would strongly recommend Craig to anyone that, well… anyone!
Craig has been a trusted advisor when it comes to protecting my family’s financial interests. He takes the time to understand your personal circumstances and recommends tailored solutions that meet your needs.
Navigating the insurance quagmire is daunting to most people but Craig has an amazing ability to break down the complex into the simple but ensuring that you are best protected.
If your looking for a trusted advisor in the personal insurance space, then look no further than Craig. Could not recommend him highly enough.
Craig has been a great advisor to me, both in terms of protecting myself and my family through insurance, as well as bringing insights on how to bring my business to a new level.
He is always putting his clients’ needs first and only recommends products that meet our needs. His wealth of knowledge in the insurance space and integrity to provide the best service to his clients have been the keys to why I am constantly going back to him for advice.
If you are looking for a great advisor in the insurance space and not sure who to trust, give Craig a call and I know he will be able to give you the support and assurance you need.
Craig has been fantastic at sorting out all my insurance needs. He provides all the right info and facts that help you to make an informed decision. At any time I did not feel that he was out there to just sell me a product.
He is out there to look after my insurance needs taking my personal and financial situation into consideration and providing the right level of advice.
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True Pride Pty Ltd, ABN: 35 610 273 357 trading as True Pride has been appointed as a Corporate Authorised Representative (CAR No. 285015) of My Dedicated Advisory.