Our Process
We do have a process – it’s about YOU!
At Cooney Insurance we will work through a personalised process to meet your unique needs. Our process follows the following basic outline however we feel that as everyone’s needs are different, our process will reflect this.
- Establish a client-adviser relationship with you
- Gather data and determine your goals and expectations
- Analyse and evaluate your financial position, cash and debt management, personal and business requirements, retirement planning and estate needs
- Develop and present our written advice
- Oversee the implementation of your plan
- Monitor and review your plan
- Manage your claims
Please contact us for further information about any of our services.
