0800 625346 info@makeinsure.co.nz

Statement of Advice

I put this information into a statement of advice at which I will present to you at our second appointment.

Gather Information

This will allow me to put my recommendations together for you based on your needs.

Scope of Service

Discuss scope of service, which insurance companies I work with & how your information is kept private and confidential.

Disclosure Document

The Disclosure Document outlines what kind of adviser I am & how I am regulated by the government.