Protect your family by way of insurance planning and implementation
Looking For Personal Insurance Advice In New Zealand?
Let Bridgeway help you and your family today, so that you don’t have to worry about tomorrow.
When you see your Bridgeway adviser, you will be able to talk about what you are looking to achieve with a protection plan. From there we can guide you in the decision-making process and leave you with a written action plan that you can refer to at any time.
But our service does not stop. We will regularly contact you to make sure your plan still fits with your situation. For example, you may have married or repaid your mortgage since we last spoke – this means you may need to increase or even decrease your level of cover.
And of course, should you ever find yourself in the situation where you need to make a claim, we will be there to help you fill in the forms and act as your advocate. We understand that in times of hardship the last thing you want to be doing is having to deal with insurance companies so we try our absolute best to keep this to a minimum and do what we can for you with a human touch.
What happens when I meet with a Bridgeway adviser?
1
FIRST MEETING
When you meet your Bridgeway adviser for the first time, you will be able to talk about your current lifestyle and what your short-term and long-term lifestyle goals look like. From there, your adviser can identify areas where they may be able to help those goals become a reality.
2
PLAN OF ACTION
Between your first and second meeting, your adviser will craft a unique plan or practical steps you could take together to get started on your financial journey, or ways to improve your current situation and save you money in the process.
3
CLOSELY MONITORED
But our service does not stop there – we will regularly contact you to make sure you are still on target to meet your goals and adjust your plan as needed. That is our commitment to you.
Have any questions?
If you have any questions please send us a message below and we will get back to you shortly.