Life is always changing

As your Financial Adviser, I have a ‘Duty of Care’ which requires me to regularly review your Life and Health Insurances, ensuring it continues to suit your needs throughout life’s different stages.

Please take the time to answer the following questions … your answers will be sent directly back to me to review.

Life and Health Insurance Duty of Care

Full name *

Your Insurance Adviser

Date of Birth

Updated contact details (if applicable)

Phone number

Mobile number

Has your address changed?

Residential - enter new address below

Postal - enter new address below

Residential Address

City

Region

Postcode

Country

Postal Address

City

Region

Postcode

Country

Occupation

Employer

Client Declaration

I have completed the above checklist and confirm that:

My circumstances have not changed. I do not require a review of my current Life and Health Insurance Plan. I do not require any further information on my current cover or other cover types. I will contact you directly, if I have any questions, or if my needs change during the year.

As per above, my circumstances have changed and I would like to be contacted to review my Life and Health Insurance Plan.

(Choose one)

We are always trying to improve our processes for our clients. Please rate how you found completing my questionnaire. (1 star being difficult and 5 stars being easy)

If you are human, leave this field blank.

Cole Murray Financial Advisers like to take a few steps back and look at the big picture

Our comprehensive range of financial services includes:

Life is always changing

Change in circumstances?

Updated contact details (if applicable)

Client Declaration

Cole Murray Financial Advisers like to take a few steps back and look at the big picture

Mortgages & Loans

Investments

Insurance

KiwiSaver

Contact Us

Services

Our Company

Follow Us