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Financial Planning

Navigating the risks in the financial planning industry

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.

The Broad Risk Difference

"You First" Principle

Your business comes first. We align our services with your values and needs, providing expert advice and insurance protection that allows you to focus on what matters most—growing your business with peace of mind.

Accountability

We take full responsibility for the services and recommendations we provide. Every action is designed to deliver results, fostering trusted, long-term relationships with our clients. Your satisfaction and security are at the forefront of everything we do.

Expert Solutions

With over 15 years of experience, we specialise in delivering tailored advice and solutions to protect your business. We customise our offerings to your unique needs, ensuring comprehensive coverage and peace of mind.

Call or email now for a customised risk report and quote.

Frequently Asked Questions

What Our Customers Say

Eden Appo

Real Estate

Exceptional service and expert advice! We recently worked with Warren for our business insurance needs, and the experience was seamless from start to finish. His deep knowledge of the industry, attention to detail, and personalised approach ensured we got the best coverage for our business. Highly recommend for anyone seeking reliable and professional insurance solutions on the Gold Coast!

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