top of page
Image by Natalya Zaritskaya

Our Process

The AFRM process is a continuous cycle of success

How It Works

wheel.jpg

ADVICE

Our expert knowledge and diligent research results in providing clients with quality advice based on their needs and situation.

SOLUTIONS

We find the best value products to suit your needs, by comparing
price, benefits, and definitions across insurers.

SERVICE

We regularly review with you, to accommodate changes in your
needs with what policies are available.

SUCCESSFUL CLAIMS

Having been with you throughout, we can help you identify if you
have a legitimate claim, and act on your behalf.

Overview of Application Process

We begin the process by meeting with you, and helping you complete an application

ABOUT YOU + YOUR FAMILY

Please provide basic information to start the process

FINANCIALS

We then need to understand your situation and needs

LIFESTYLE + MEDICAL

The final section helps assess risks and optimise solutions

RESEARCH

We compile your information to develop recommendations We then arrange to meet with you and discuss steps forward

REMEMBER!!!

Please try your best to complete the forms - good information will help us provide good service. Talk to us if you need help at anytime.

PRIVACY

Our Privacy Policy details our commitment to safeguarding your privacy.

Our Offices

Click on the location pins on the map below for directions to AFRM's offices in
Newcastle (Head Office), Melbourne, Sydney, Brisbane and Port Macquarie.

Which afrm office do you live closest to?
bottom of page