- Helping clients discover their needs and risk gaps
- Comparing products across most providers to ensure clients are getting the best value
- Experience is assisting clients to settle large claims.
- Full protection plans for both personal and business needs.
- Experienced in maximising the ACC and private insurance combinations for the client.
"Contributing to my clients’ long term wellbeing is immensely satisfying. Everyone is unique and deserves the opportunity to tell their story to someone who cares, listens intently and understands their position and desired outcomes in the event of a serious health issue".
Travis believes providing choices and options to his clients is a key part of the advice service. He states that everyone’s situation is different and tailored advice for each and every client is what he does.
Travis considers himself to be very analytical. He mentions this is a good trait as ensuring that every client receives the best outcome in the event of a claim is vital. Travis advises that policies need to be structured properly, with companies that are financially strong and have an excellent claim paying credentials. This requires sound technical skills and an in-depth understanding of each client’s set of circumstances.
Ownership of the policy is often overlooked and Travis states it's an important component of the advice he provides."The proceeds from a claim need to get to the right person as soon as possible."
A Christchurch man, born and bred. Travis attended St Andrew’s College before attending University. After graduation he went straight into this occupation at Lifetime Group. His hobbies include playing rugby, tennis, travel, spending time with family and friends, investing.
"This is my chosen career, therefore building long term relationships with my clients is very important in this ever changing world that we live in."