SERVICES

Tailored Insurance Solutions

Group Insurance

We broker Group Insurance plans, allowing employers to provide Income Protection Insurance, Life Insurance and TPD Insurance as a component of staff remuneration. This represents an attractive incentive when hiring and retaining talent, while helping employers reduce long-term absences.

We provide plans which are cost-effective, and which have the best rehabilitation and claim outcomes.

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Business Insurance

We develop Business Insurance plans, including Asset Protection, Ownership Protection and Revenue Protection. Business Insurance mitigates risk to businesses and provides stability, in the event of unforeseen circumstances such as death or disablement of owners or key people.

We navigate the complex and unique nature of this field, to develop insurance tailored to your business.

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Personal Insurance

We help individuals protect their financial well-being by planning for the unexpected through Life Insurance, TPD Insurance, Critical Illness Insurance and Income Protection Insurance.

We specialise in individual advice for business owners and professionals. For our corporate clients, we offer their staff personalised insurance advice, to help expand on employer-sponsored insurance benefits.

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Our Process

1. Consultation

We speak to you, via a phone consultation or a meeting, and explain our services in detail. We discuss how we can assist you, based on your individual and/or corporate situation and requirements.

2. Plan Development

Combining our knowledge of the insurance industry, research into the options for your circumstances, and discussions with our partners, we develop a comprehensive tailored plan to address your needs.

3. Agreement

We present you with a comprehensive Statement Of Advice, covering our proposed strategy for your insurance needs. We explain our recommendations in detail, and request your authority to proceed.

4. Ongoing Review

We value communication with our clients, and provide options for ongoing regular reviews of your position. We also offer support for service administration and claims management where applicable.

I have no doubt regarding the value of an intermediary for us as an employer as well as for our employees who directly benefit from having access to such valuable advice and guidance.

Kate Roberts HR Manager, Kyocera Document Solutions Australia