Morris Winestone

Winestone & Associates Pty Ltd

Silver

19 Yrs Experience

Malvern, VIC 3144

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Winestone & Associates offer leading risk management solutions for businesses, families and individuals, covering: Life Insurance Total & Permanent Disability Insurance (TPD) Trauma Insurance Income Protection Insurance Buy/Sell Insurance KeyPerson Protection We tailor our plans, taking into account your individual needs and circumstances to ensure you’re looked after when you need it most.

Insurance Protection
Cashflow & Income
Wills & Estates
Budgeting

Our initial discussion will be around your goals and priorities. This may last up to 30 mins and is at no cost to you.

If you would like me to prepare a formal recommendation then the cost will be between $500 - $750 + GST. I will confirm the exact cost prior to proceeding.

5.00 July 2020

Morris gave us an in depth, honest, thorough advice about how to protect ourselves, our family, our assets and all we have created. Morris is a very down to earth, approachable person and will always find a way to explain, what can be very confronting and confusing information, in a manner that every day people can fully understand. Morris will go the extra mile to make sure you have the best, most complete coverage but understands that money doesn't grow on trees and can help accommodate budgetary constraints. I hopefully will never need to lodge a claim with Morris but if I needed to I have every confidence that it will be handled with care, efficiency and professionalism.

5.00 April 2015

Morris is extremely competent and professional. When I had need of my policy, as a result of Leukaemia - Morris proved invaluable, continuing to provide long term support and assistance. Anyone can buy a policy but it's the quality advice and support that makes the difference. Thanks Morris

5.00 April 2015

Morris is an excellant advisor who provides quality advice in a caring manner .Morris is always seeking to provide value.

5.00 April 2015

Morris Winestone is one of those rare advisers who genuinely has the best interests of his clients at the core of everything he does. I have recommended him to both friends and colleagues and having worked in the financial services industry for many years have no illusions as to how it operates and who the best operators are. I can confirm that Morris and Winestone and Associates are comforably one of the best insurance advisers in Australia.

Adviser status Silver
Rating 5.00
Number of reviews 6
First year providing advice 2005
Years of experience 19
Highest qualification
- Diploma of Financial Services (Financial Planning)
Language spoken
- English

Winestone & Associates Pty Ltd

33 Glenferrie Rd
Malvern, VIC 3144

9:00am – 5:00pm Monday – Friday

Bombora Advice Pty Ltd

AFSL 439065

Morris Winestone

Winestone & Associates Pty Ltd

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Winestone & Associates Pty Ltd

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