Our Process

First thing is first, we want to know about what your desired long-term outcome and goals are for you, your business, and loved ones so I can shape a better future for you.

What stamp do you want to leave behind, what opportunities do you want for your future and the generation you leave behind; I want you to think BIG. 

What are the realities and restraints you have currently, what are the risks you have that need to be addressed regardless?

Just by talking things through we can gain an understanding of what expectations you have and I can create something perfect and suitable for you. 

Everyone needs to know the basics of what exactly insurance means and I break this down simply by giving you the reality of statistics and what is most likely to happen and what insurance would work in each scenario, be it death, serious or minor illness or disablement. 

Depending on you and your medical background, we will tailor the best solution to help shape your future and can make those recommendations for you. 

Yes there is paperwork involved, but we simplify it as best as the Financial Markets Authority will allow, we still have to follow a formal process, however that is so we can create the best possible win situation for all. 

Contact Us

Step 1: It all starts with the conversation so let us talk, via phone, email, txt, video call or face to face - whatever is easiest

Goal Setting

Step 2: Knowing where you want to be, I can not only show you how to get there, with the tools and solutions I provide I can assist you in doing so.


Step 3: Apply for the proposed insurer and complete an application either by phone, video chat or face to face, that is up to you!


Step 4: Congratulations you have insurance and your better future is shaped! Welcome to the world of being an adult, I hope your Mum isn’t making your lunches anymore. But that’s not the end of our relationship, I am actively interested in you meeting your goals and being your best.

Uh Oh!!!

Step 5: Uh Oh, you are sick, a child is sick, or someone has died – contact me ASAP and I will be your number one support and guide you through executing our plan. Let’s get it done and dominate it.

Want to work with us? Book a time to meet Julia.

If you have any questions or would like to discuss the best Insurance options for you, book a time to meet us. We would love to have a chat!