Welcome to my Adviser Ratings profile. Over the past decade I’ve seen first hand and personally experienced the results a well-structured, tailored life insurance plan has had on my clients, their families and their businesses. This isn’t just when they may have needed to make a claim but also the valuable piece of mind of ‘what if?’ in life. Did you know that 60% of Australia families would run out of money if the main income earner died? Or that 1 in 4 Australians will suffer a cancer before the age of 75? These are shocking statistics but true. This year I suffered a cardiac arrest and had a triple by-pass, I never thought it would happen to me either!
Professional Insurance Advice specialises in personal and business succession insurance. We work with you to develop a tailored and comprehensive insurance plan around you to ensure that you and your family are financially safe if you were ill, injured or past away. We specialise in:
- Personal Insurance incorporating - Life, Income Protection, Trauma and TPD
- Business Succession Planning incorporating - Ownership, Asset and Debt Protection insurance.
We cover off:
Where should the money go?
Who are the beneficiaries?
What are the tax implications?
What are the premiums?
And much more.
It all sounds very complex but we take care of all of it for you.
Professional Insurance Advice is not aligned with any one insurance provider which means we can search out the right insurance cover for you based on your individual needs whihc gives you the best possible outcome.
At Professional Insurance Advice our fees are transparent. Please feel free to contact me to understand how we charge for our professional advice.
Mark has assisted myself and my wife for our Trauma, Life and TPD Insurance for many years. In such a competitive and complex market, Mark's knowledge of the vast range of Insurance Products has meant we have had the right product providing the best cover at that time.
Mark provided expert advice on income protection, trauma and life insurance policies for our family, and responded quickly and professionally when it came time to make a claim. Mark's way of explaining the cover and the different policies was clear, and in plain English. I felt confident that Mark was thorough, professional and diligent in his advice, and felt so much comfort at a difficult time in our lives, knowing that Mark had assessed out situation, and navigated the policies on our behalf.
Mark has a deep well of knowledge and expertise, he explains complex matters simply and effectively. He has a personal approach, deeply caring for his clients and delivers on his promises. He is thoroughly recommended.
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 2001
- Years of experience 22
- Diploma of Financial Planning (1-8)
Safeguard Life Pty Ltd13 N Concourse
Beaumaris, VIC 3193
Bombora Advice Pty Ltd