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Our process

How we do what we do

1. UNDERSTAND

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True Pride Calculator

The True Pride Calculator gives us an idea of what kind of insurance you need, and some important information about your situation.

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Intro Call

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.

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Discovery Session

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. 

2. TAILOR

3. ACTION

4. ONGOING SUPPORT

Think we might be able to help you?
Get in touch.

Book a meeting with Craig

What can we help you with?

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;

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Life Insurance

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Income Protection

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Trauma

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TPD

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Estate Planning Facilitation

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Support

Life Insurance

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.

WE'VE GOT YOU

We have formulated a process for calculating the exact cover levels you need based on you personal situation.

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TESTIMONIALS

What Our Clients Are Saying

Start at the beginning and learn how much insurance you need.

CHECK OUT THE TRUE PRIDE CALCULATOR