Portfolio Audit
A free review of your existing policies to spot gaps, overlaps and savings.
Overview
Most people are either under-insured, over-paying, or both. Our portfolio audit reviews every policy you currently hold — health, motor, life, property and business — checks coverage adequacy against your real needs, flags duplicate or wasteful cover, and identifies where you can save premium or improve protection. You receive a clear, written summary with prioritised recommendations and no obligation to switch.
People accumulate policies over the years — from agents, banks and employers — with no one checking whether they still fit. The result is usually a mix of over-payment and dangerous gaps.
Our approach
- 1
Collect
Share the policies you currently hold — health, motor, life, home and business.
- 2
Review
We check coverage adequacy, overlaps, waiting periods and premiums against your real needs.
- 3
Report
You get a clear written summary with prioritised, no-obligation recommendations.
- 4
Act (optional)
If you want, we help you fix the gaps and trim the waste — entirely your call.
What's included
- Review of every existing policy you hold
- Coverage adequacy check against your actual needs
- Identification of duplicate, overlapping or wasteful cover
- Premium-saving and cover-improvement opportunities
- A clear, prioritised written summary
- No obligation to switch or buy anything
What you get
Know where you stand
A single, honest picture of what you're actually covered for today.
Stop overpaying
We flag duplicate and low-value cover you can safely drop.
Close the gaps
The risks you didn't realise were uninsured get surfaced and prioritised.
Related cover
Family Floater Health Insurance
One policy, one premium that covers your entire family under a shared sum insured.
Explore coverTerm Life Insurance
High-cover, low-premium life protection that secures your family's financial future.
Explore coverHome Insurance
Cover for your home structure and belongings against fire, theft and natural disasters.
Explore coverLet's find the cover that actually fits you.
Free, unbiased comparison across 75+ insurance partners — and a real person on your side at claim time. No spam, no obligation.
Request a free callback
Share a few details and an advisor will reach out, usually the same day.