Wellington Life Insurance Brokers

Wellington Life Insurance Brokers Ltd provides tailored life insurance advice for families, professionals and businesses. In short, we find out what your goals are, assess your current situation and work with you to put the best protection plan in place for your specific needs. 

We pride ourselves on the regular contact we maintain with our clients. Life’s various changes can impact significantly on the need to review your levels of protection and we are happy to monitor this for you along with ownership issues and premium alterations.

Lastly, we are here to help every step of the way should you ever need to make a claim, making sure it is paid to the right people at the right time – It’s what we’re here for.

Phil’s business practice and advice process is audited on an annual basis by independent auditors to ensure compliance and best practice principals are adhered to.

Phil follows a Seven Step Process™ for giving financial advice as follows:

1. Establish the client-adviser relationship
2. Record client information that is relevant, determine your objectives and expectations, including the scope of service
3. Analyse your financial situation
4. Develop written advice, present and discuss with you
5. Implement the plan, including any changes discussed
6. Monitor and reassess the plan and make changes as appropriate
7. Be there to deal with the claim