WELCOME. My name is George Bayley.

Brenda Murney has asked me to review your insurances. Below is a little about me and the process and then I just need a little bit of information from you to get started on the review. My aim is to reduce your insurance costs as much as possible whilst providing you with peace of mind that you are covered for the 'what-ifs' of life.

I have been involved in helping people from all walks of life manage their finances since 1992. I am delighted to invite you to book and attend a FREE no obligation INSURANCE REVIEW with me below. To make the meeting worthwhile for you I just need a few details to get the process started, in my meeting with you we will build a picture of your lifetime cash flows in a graph format through to age 100 as illustrated below, which is the start point to calculating where your risks are ...

To make our meeting as productive as possible, and allow me to prepare for our meeting please could you provide some details in the form below and also if you have not done so already make a time for our Zoom Meeting in my online appointment booking system by CLICKING HERE. I very much look forward to meeting you.

George Bayley

If you would like to talk to me prior to making a booking I would be delighted to discuss what we do and how we might be able to work together please call me (George) on -

George Bayley - 029 436 7432

Person 1*

First NameLast Name

Date of Birth

Date

Mobile Phone Number - Person 1 *

Area CodePhone Number

Person 1 Email

example@example.com

Person 1 Smoker

YesNo

Occupation

Salary Person 1

Person 1 - do you have a current Will?

YesNo

Person 2

First NameLast Name

Date of Birth

Date

Mobile Phone Number - Person 2

Area CodePhone Number

Person 2 Email

example@example.com

Person 2 Smoker

NoYes

Occupation

Salary Person 2

Person 2 - Do you have a current Will?

YesNo

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Current value of home

Mortgage debt?

Any other debt?

Current value of any other assets including savings and Kiwisaver (with brief description please)

Any other information you consider important -

Please take a photo of any documents you would like to submit here, or scan and send to george@tgn.co.nz -

Please take a photo of any further documents you would like to submit here -

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We only share and use information as per the agreed purpose.
We only collect personal information necessary for the services being provided and ensure that the client knows that their information is available anytime they wish to view it.
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When we collect client information, we explain the reasons why the information is collected and how it will be used.

We don’t give out any personal information, unless we know exactly who’s asking for it, why they want it and that they are authorised to have it.
We don’t breach client confidentiality.
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