Port Macquarie, NSW 2444
Peter’s business is now in its 28th year of providing quality personal protection products,
As a Life Insurance & Superannuation Adviser, Peter has access to the major Life Insurance Companies and can provide you with the best package to suit your individual requirements. It may not be the cheapest product in the market place but it will be the most appropriate policy for your personal circumstances.
Peter only uses companies with a proven track record in providing quality customer service, policy conditions, claims payments, administration (some companies haven’t come up to Peters’ expectations and are not recommended).
Peter does not charge any fees for the placement of insurance cover as he is remunerated by commission payments from the Insurance Companies – however, if Peter provides advice only he must charge a fee.
In order to provide a comprehensive assessment of personal requirements Peter uses a unique and professional system starting with the completion of a “Confidential Client Report”. This allows Peter to make an initial assessment of what he sees is the appropriate protection needs – he can then discuss personally with each client the cover they require and the costs involved. Peter makes a point of discussing the clients budget for insurance cover and will tailor the policies accordingly.
- insurance adviser, life insurance adviser, superannuation adviser, personal assessment