Services
At Fortify Wealth, we value client education, honesty, care, and satisfaction. Our goal is to build strong relationships and provide personalised solutions tailored to your individual circumstances. We strive to equip you with the knowledge and support needed to navigate the complexities of insurance with confidence and peace of mind.
Full Advice Process
At Fortify Wealth, we believe that a well-structured and transparent advice process is key to providing the best insurance solutions for our clients. Our full advice process is designed to be thorough and personalised, ensuring that we understand your unique circumstances and can offer the most suitable recommendations. Here's an overview of how we work with you to secure your financial future:
Introductory Call or Fact-Find Appointment
Fortify Wealth offer 15-minute introductory calls where you and the adviser get to know each other. You can book this call here.
The Fact-Find appointment is the next stop of the advice process. This is usually done via Google Meet. You can book your Fact-Find appointment here. If you want a face to face appointment we can come to you if you live in Hamilton or surrounds.
At the Fact-Find appointment we'll gather essential information about your personal and financial situation. This step helps us understand your needs, goals, and current circumstances. We'll discuss your current insurance coverage (if any), your financial objectives, and any concerns or questions you might have.
Developing the Plan
After the initial meeting, your adviser will analyse and gather information and develop a customised insurance plan that addresses your specific needs and goals. This plan will consider your current financial situation, future aspirations, and potential risks, ensuring comprehensive coverage.
Statement of Advice Meeting
This meeting is usually done via Google Meet. If you want a face to face appointment we can come to you if you live in Hamilton or surrounds.
In this meeting you will be presented with your proposed plan. We'll discuss the details, and your adviser will answer any questions you may have to ensure you fully understand the recommendations. This is an opportunity to refine the plan based on your feedback and ensure it aligns with your expectations.
You will have the opportunity to ask for any changes or accept the plan as it is. This collaborative step ensures that you are comfortable and confident with the proposed solutions before moving forward.
Application for Insurance
Once you accept the plan, your adviser will help you apply for the chosen insurance products. You will be guided through the application process, ensuring all necessary documents are completed accurately and submitted promptly.
Your adviser will assist you in responding to any questions from the insurer during the application process to ensure a smooth and efficient approval. This step is crucial for avoiding delays and ensuring that your application is processed without issues.
Ongoing Review
Fortify Wealth will review your insurance needs annually or whenever there are significant changes in your circumstances to ensure your coverage remains appropriate. Regular reviews help adapt your insurance plan to life changes, ensuring continued protection.
Claims Assistance
In the event of a claim, Fortify Wealth will be there to guide and support you through the process, ensuring you receive the benefits you are entitled to. Our role is to make the claims process as straightforward and stress-free as possible.
Other Services
Sometimes the full advice process isn't the right fit for everyone. Fortify Wealth offer other services in relation to life and health insurance.
Product Specific Advice
If you have already identified your insurance needs and do not want to undertake a full insurance review, Fortify Wealth can provide advice about specific products from our providers, including how to structure these products to best meet your needs.
Instruction Only Service
If you have decided on your insurance needs and do not require financial advice, Fortify Wealth can act to implement, amend, or cancel your insurance as per your specific instruction. We recommend you talk to us before deciding on this option.