Personal Details Form

Before our meeting, we need to obtain your relevant information to provide more accurate quotation and suggestions, thank you.

Step 1  |  About Wisdom8 / Client Options

• Who is Wisdom8
• What is Risk Management
• How to Understand Insurance
• Client Options
  • Do not wish to Proceed
  • Limited Advice
  • Full Advice
• Establish Terms of Scope of Service/Engagement

Step 2  |  Gather Client Facts and Information

(Private and Confidential)

• Personal details form
• Health Questionnaire

Step 3  |  Adviser Processes Information

• Quote & Product Research

Step 4  |  Findings, Priorities, Budget

• Present Findings – Advice meeting
• Determine Priorities, Budget and Next Steps
• Statement of Advice

Step 5  |  Implementation Recommendation

• Complete Application
• Finalise Solution
• Policy in place

Step 6  |  Confirm Policy and Documents

• Receive Policy Documents
• Establish Service Agreement – Policy review as you prefer
• Referrals