How it works

Discover how to protect your future

Three simple steps to suitable cover. Book a no-obligation consultation at your convenience, and let us handle your insurance questions.

How it works

How to get started with Safety Nest

Follow these simple steps to book a consultation call and get started with protecting your future. Our advisers will guide you through the process and ensure you have the coverage you need.

    01

    No Obligation Online Consultation

    Schedule a consultation call with one of our experienced insurance advisers over Zoom or Google Meet.

    02

    Personalised Recommendations

    Based on your unique needs, we'll provide personalised insurance recommendations.

    03

    Application & Underwriting

    Our team will assist you with identifying an appropriate insurance solution and handle the application process and guide you through underwriting.

What to expect

No separate fee, no pressure, and we do the heavy lifting

The point of the process is to make getting covered feel easy. Here is what that means in practice, from the first call through to a future claim.

How our advice is paid for

We are paid by the insurer, and that commission is already inside the premium you would pay anyway. Going through us does not cost you more than going direct.

No obligation, no pressure

The consultation is yours to use however you like. We give you our recommendation in writing, and whether you proceed is entirely your call.

At your pace, around your life

We take calls after hours and on weekends, and we move at a speed that suits you. No chasing, no hard sell.

We handle the paperwork

From the application and any medicals through to a future claim, we do the heavy lifting and keep you updated at each step.

I couldn't be happier with the service provided by Safety Nest. They made the process of getting insurance easy and stress-free.
Zoe GoodhardtHead of Growth & Marketing, TAG

FAQs

Common questions about getting started

How long does the whole process take?

The first consultation runs about 30 to 45 minutes, and we work around your schedule. From there, how quickly cover is in place depends mostly on the insurer’s underwriting, which can be quick for straightforward applications or a little longer if medical information is needed.

Is there any cost to me?

There is no separate advice fee for the consultation or our advice. We are paid by the insurer through a commission that is already built into your premium, so you do not pay more by going through us than you would going direct. If a fee ever applied, we would tell you before you committed to anything.

Do I have to take out a policy?

No. The consultation is completely no-obligation. We give you our recommendation in writing, and it is entirely your decision whether to proceed. There is no pressure and no follow-up sales push.

What do I need to have ready?

Not much. A rough idea of your income, any debts such as a mortgage, and whether you already hold cover (including through super) is enough to get started. We do the rest, including tracking down your existing policy details if you are not sure what you have.

What happens if I need to claim?

We stay with you. When you make a claim we help you complete the paperwork, liaise with the insurer on your behalf, and follow it through to payment. It is the part of the job that matters most, and you are not left to do it alone.

Still weighing it up? Read why families use a specialist adviser or see what clients say.

Protect your future

Protect your family's financial future

Talk to our advisers about your insurance options. We offer flexible times, so book your no-obligation online consultation today and start planning for tomorrow.