Financial Planning Industry Insurance

We are the Financial Planning Specialists. Whether you are an AFSL Holder or applying for your AFSL License, we can help you.

Have you received your renewal invoice from your insurer and thought:

• WTF!
• How am I supposed to pay this?
• Why are my premiums increasing each year?
• I only give general advice so why is my premium so much?

We have strong relationships with leading insurers. This allows us to negotiate competitive rates and favourable policy terms on your behalf. We are experienced in the financial planning space and can look after your professional indemnity insurance, management liability insurance, cyber insurance, business package insurance and motor insurance.

There are a number of factors that are taken into consideration when providing Professional Indemnity Insurance including but not limited to:

• The total fees
• No. of AR’s
• The type of products on offer
• The level of risk
• The experience of the staff
• The level of cover and the deductible
• The claims history

Broad Risk offers a full-service package with one point of contact throughout the process including:

1. Policy Placement: I have the skills and experience necessary to obtain terms, negotiate rates and manage all your expectations in today’s current market.

2. Clear communication and quick turnaround times: There are only a few insurers in the market who offer this type of cover and we have a great relationship with these insurers.

3. Claims Support: In the unfortunate event of a claim, I will guide you through the process, providing support and assistance every step of the way.

4. One point of contact throughout the new policy placement and/or renewal process.

Contact Broad Risk Insurance Brokers today and I would be happy to answer any questions.

I am here to help.