Here at Summit, we follow an internationally recognised process that allows us to create insurance solutions that help protect what is important to you. We connect you to information, insurance and KiwiSaver solutions that are most useful to your current situation, and review regularly to ensure that if your situation does change, we can restructure appropriately. Our process (summed up):
- Firstly, we meet to discuss your current situation (including needs, goals, objectives etc), and advise you of the Summit commitment and how we operate. All the appropriate information is gathered, a client profile is developed, and our initial analysis is complete.
- We then commence research to establish the most appropriate insurance based on our discussion. Further analysis and research are done, designing a solution to best suit your needs.
- A written report (Statement of Advice) is prepared, and a second meeting is organised to present our recommendations, make any changes if necessary or implement any agreed upon solutions.
- Final step, we welcome you to Summit. We will always be available to deliver our promise, review your policy, solutions and strategies on a regular basis, to ensure you have the best possible policy for you and your loved ones, because simply we care!