Insurance Broking Services
Important Documents
Important Documents
We want to ensure you have access to all the essential information about how we operate, what is required from you, your rights and responsibilities, and the standards we uphold as your insurance broker.
These documents outline the framework of our professional relationship and contain important details that help protect your interests. We encourage you to review them carefully, particularly before purchasing or renewing insurance policies.
Understanding the information in these documents will help you make informed decisions about your insurance arrangements and to know what to expect from our services.
We are here to help you navigate your insurance needs with confidence and clarity. If you have any questions about any of these documents, or need clarification on how they apply to your circumstances, please do not hesitate to contact us.
Insurance Broking Services
Comprehensive Insurance Solutions
From small businesses to large enterprises, we provide expert insurance broking services across multiple sectors.
Letter of Engagement
The terms under which we provide our insurance services to you, information and advice that you must be aware of, understand or consider, and things to do when you engage with us
Your Duty of Disclosure
Applicable to non-consumer insurance policies that are generally commercial insurance policies for business related insurance
Premium Funding
Premium funding is a flexible and convenient alternative to paying large insurance premium costs upfront. It is becoming extremely popular these days, as it enables businesses to pay their insurance premiums in easy to manage monthly instalments. And with many businesses facing increasingly difficult financial times, premium funding is useful as it enables your business to free up its cash flow for use elsewhere.
Your Duty to Not Make a Misrepresentation
Applicable to consumer insurance policies including but not limited to Home & Contents, Landlords, Residential Strata, Motor Vehicle, Pleasure Craft, Accident &/or Sickness and Travel insurance
Informed Consent for Retail Products
Legislation requires us to obtain your informed consent to us receiving commission when we arrange retail insurance products (policies) for you
Insurance Brokers Code of Practice
The standards of conduct you can expect from us
Financial Services Guide
More about our relationship with you and others
Privacy Policy
We respect the privacy of your personal information and our privacy policy sets out how we collect, store, use and disclose your personal information
Insurer or Underwriter Target Market Determinations
Explains for whom and for what purpose a policy is intended
Complaints and Disputes
What to do and who to contact if you have a complaint or dispute
Ready for a Clear,
Cost-Effective Insurance?
With 70 years of combined experience, we’ll help you understand your options and find the right coverage.
Call us today for a free, no-obligation quote.