Why Choose Strategic Financial Solutions as Your Insurance Advisor?
-
Our team of insurance advisors have an extensive understanding of the Melbourne insurance market and insurance industry.
This enables us to provide advice that’s always relevant and advantageous to you.
-
We specialise in creating insurance solutions tailored to your life situation and financial goals, ensuring personalised protection.
We operate with a client-first mindset at all touchpoints.
-
Leveraging our expertise, we structure your insurance in a way that maximises tax deductions, making your policy as cost-effective as possible.
Our team seeks to maximise your financial status with our informed approach to tax-related financial advice.
-
You can trust our team to stay informed about the latest developments and products within the industry.
This enables us and you to make the most informed decisions about your coverage.
-
We don’t just stop at implementation.
At Strategic Financial Solutions, you’ll receive ongoing support and advice to ensure your insurance adapts to changing life circumstances and financial needs.
-
We have helped many clients find the best coverage for them and their situation, with praise from our happy clients in our testimonials.
Our bespoke firm has been trusted to deliver tailored financial services for over 25 years.
Ready to secure your future? Contact us today for expert insurance advice!
Comprehensive Personal Insurance Advice Tailored to Your Needs
Preparation and protection are always a good idea when things don’t go as planned, and this can be done with a trusted and experienced personal insurance advisor. We can’t always prevent things from going wrong, but you can mitigate potential risks with income protection that suits you.
At Strategic Financial Solutions, we are a trusted small business of financial advisors in Melbourne. For over 25 years, we have been helping clients navigate complex insurance decisions for peace of mind and wealth protection.
Our personalised, honest and professional advisory services ensure your insurance coverage aligns with your financial situation, lifestyle and goals. We also offer assistance with other financial services, such as retirement plans and investment advice.
We simplify the insurance cover process so you can understand the most suitable insurance policy for you. We then look to implement this in a way that’s cost-effective and fitting for you.
Our team of insurance advisors aim to keep your current and future assets safe. We provide bespoke advice to individuals, families and business owners on life cover, income protection, business insurance, total and permanent disability and trauma insurance. Whatever the clients’ needs, our insurance advisors can help.
Take control of your financial future. Schedule a consultation with one of our expert personal insurance advisors today!
Personal Protection: Our Insurance Services
Insurance Advisory
Utilising our extensive insurance market knowledge, we guide you in selecting the right level of cover and balancing cost-effectiveness and cash flow with your specific needs.
We help you implement tailored life insurance policies that reflect your circumstances and financial goals. This provides financial security for your loved ones in the event of your passing.
Ensuring a steady income flow during illness or injury, we help you select income protection insurance customised to match your career and lifestyle needs.
Total Permanent Disablement (TPD) insurance offers financial support if you cannot work due to a disability.
We guide you in finding suitable cover that meets your specific life situation and future aspirations.
We strategically structure your insurance to maximise tax deductions, providing a cost-effective approach to your insurance needs.
Keyman insurance protects businesses from financial losses arising from the death or disability of a key employee by providing funds for expenses like recruitment and training.
Client Success Stories
My wife, Janie and I have been clients of Paul and Kay for many years. During that time they have exhibited total professionalism, extreme competence and above all, care.
You feel like a person at SFS, not just a number. We are enjoying our retirement knowing that our savings are in safe hands with people we trust.
Kay, Paul and Ben have done a great job organising my insurance for life, trauma etc for years.
I have found them reliable, available and knowledgeable and recommend them to anyone who would like a competent financial planner (and we all need that!).
Plus, when I was involved in a start-up as Chair, I organised insurance for young entrepreneurs so that we had appropriate keyman insurance.
In addition, I have valued some of their strategic sessions over the years – always good value.
And, as hosts of a monthly business networking and reflections group, they are always very hospitable.
Our Process: How We Help You Find the Right Insurance
We begin with a personal consultation to understand your unique needs, family situation and overall financial goals. This sets the foundation for personalised insurance advice.
Assessment
We then thoroughly and meticulously assess your current insurance status and future requirements for a comprehensive understanding of your needs.
Our next step is to provide informed recommendations for insurance offerings that provide optimal coverage, cost-effectiveness and tax efficiency.
We assist in implementing the chosen insurance policies, ensuring a smooth and hassle-free process for long-term security and stability.
Our experienced team regularly review and adjusts your insurance plans as your life circumstances change. These reviews help maintain the relevance and effectiveness of your coverage. We work closely with our clients to achieve financial security and success.
Frequently Asked Questions
What does an insurance advisor do, and how does an insurance advisor help?
The role of an insurance advisor starts by deep diving into your financial portfolio and assessing for potential risk.
We then identify the right insurance products for your situation and assist in implementing these to protect your income if you need to make an insurance claim.
What is the difference between an insurance advisor and an agent?
An insurance agent typically works for a specific insurance company, whereas an insurance advisor works for the client to represent their best interest.
As a boutique financial planner, we can offer a range of coverage options that align with your needs. For us, the client’s needs are always at the forefront of our decision-making.
What is the commission of an insurance advisor?
Most commonly, insurance advisors are paid a commission by the insurance company. This is a percentage based on the amount of the premium paid by the client. The exact amount depends on the cost of the cover.
Ready to Secure Your Future? Contact Strategic Financial Solutions
Put your best foot forward and navigate your insurance options with expert guidance from our personal insurance advisors today!
Get in touch with one of our experienced Insurance Advisors today.
Get in touch with one of our experienced financial advisor in melbourne today!
For expert retirement planning in Melbourne, fill out our contact form. Let us help you secure a dream retirement with personalised strategies tailored to your goals.
