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Plan of Action

The Process

In order to provide a tailored insurance plan we need to understand your personal situation, your goals and financial objetives.   We want to earn your trust so you are confident that the recommended solutions are the right ones for you and your loved ones.  We have a six stage process to ensure we understand your personal situation and that the proposed plan takes care of your financial needs.  Once you are satisfied that the proposed roadmap is what you want to do, we will go through the implementation stage and we will meet each year at your annual review to ensure the plan is still relevant.   Below you will find the Six Step Process SOFS will take you through. 

Step 1

The Relationship

Step 2

Your Circumstances, Objectives and Needs

Step 3

Analysis & Product Selection

step 4

Present Recommendations

step 5


step 6

Monitor & Review

You Deserve The Best Advice

Our services

Life Insurance

Income Protection Insurance

health Insurance

critical illness insurance

total and permanent dissablement insurance


managed funds

our Trusted providers