How We Work |
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We begin by explaining the different types of personal insurance available and how they can compliment each other. This is done with the assistance of a uniquely designed client booklet which is our free gift to you as a reference and educational resource for the future.
We can conduct an analysis of your current situation. The purpose of this analysis is to determine current position, which in turn allows us to then determine what is required to minimise the risk of financial loss in the event of a catastrophe.
We include information explaining potential sources of financial loss from health, accident, disability, or death and provide alternatives and solutions on how to properly manage each of these potential occurrences. Our process includes reviewing the coverage of any existing insurance policies that may be in place, conducting needs analyses, and recommending the amount of insurance coverage required for your unique situation.
Our practice ensures all recommendations are presented in writing in a form of a Statement of Advice. The Statement of Advice provides clear recommendations and options that are personally explained to you. |
Our goal at Essential Financial Services is to help you understand how to achieve protection and peace of mind for your future and the future of your family. To do this we offer advice in personal risk protection to fit your individual needs.
