Bharat Sareen

Mortgage Protect Pty Ltd

Silver

10 Yrs Experience

Beenleigh, QLD 4207

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I’ve been working in the finance industry since 2014, and over the years I’ve built a strong foundation in personal insurance. As a Life Insurance Specialist, I’m passionate about helping everyday Australians protect what matters most, their families, their health, and their financial future.

My role is to:

Explain your options for personal cover, including Life, Total and Permanent Disability (TPD), Trauma, and Income Protection insurance,

Compare policies across the market, including any cover you may already hold in super to ensure you’re getting the most suitable and competitive option, and

Most importantly, provide personal support during the claims process, when you and your family need it most.

I focus on helping clients protect their assets and build peace of mind for the road ahead.

Insurance Protection

We're here to offer you general advice about insurance products. We won't give you advice tailored to your personal situation, which means we won't take into account your individual financial circumstances, needs, and goals. Our services are free of charge, we don't ask you for any fees. Instead, insurance companies pay us to help you find the best insurance policy. This arrangement doesn't make your premiums more expensive. In fact, our expertise often leads to better results for you. We collaborate with some of Australia's biggest insurance companies, including TAL, AIA, Zurich, OnePath, MLC, NEOS, ClearView, and MetLife, just to name a few.

5.00 June 2025

Bharat was able to provide to provide detailed information of the different products that were available and outline the similarities and differences between each item. And advise which will suit current situation.

5.00 June 2025

We recently had the pleasure of working with Bharat to setup our insurance. Bharat was clear in explaining the different options available for us considering our scenario. He was kind enough to explain me with all my queries and confusion I had about insurance and how they are set up. I especially appreciated his prompt communication and honest advice. We never felt pushed, but instead focused on what was truly right for us. Would highly recommend Bharat for all insurance advices.

5.00 May 2025

I recently worked with Bharat to organise life insurance under my SMSF, and I couldn't be happier with the experience. Bharat was extremely proactive, responsive, and knowledgeable throughout the process. He took the time to explain the options clearly, ensured everything was aligned with my needs, and made the entire process seamless. His professionalism and commitment to getting the best outcome stood out. I highly recommend Bharat to anyone looking for a reliable and client-focused insurance broker. Thank you, Bharat!

5.00 May 2025

I don’t often use brokers or consultants, but I’m very glad I made an exception in this case. Bharat was recommended to me when setting up our SMSF, and he proved to be an invaluable support throughout the insurance process.

From the outset, his communication was clear, timely, and professional. He took the time to understand our situation and provided advice that was both thoughtful and highly informed. It was clear that he had deep knowledge of insurance products and was genuinely focused on helping us find the most suitable solution rather than simply selling a policy.

What I appreciated most was his ability to explain complex options in a straightforward way, which made decision-making much easier. I felt confident throughout the process and was impressed by his follow-up and attention to detail.

I wouldn’t hesitate to recommend Bharat to others — he made a potentially overwhelming process feel simple and well-managed. A very positive experience.

5.00 May 2025