Sumeet Wadhwa profile photo

Sumeet Wadhwa

3Point Insurance

Bronze
16 Yrs Experience
Murrumbeena, VIC 3163

I am a passionate financial adviser (Risk-only) and have been running my own practice since 2011.

I fell into this industry by chance in 2007 and soon enough, discovered my passion - helping people protect what they value most -- their life and family.

Australia has a highly under-insured population and what gets me out of bed each day is my determination to do my bit and shift that dial. I am a realist and not afraid to acknowledge that no one is invincible. Having said that, we have a number of tools at our disposal to mitigate against life's mishaps and it my day job to educate my clients on what these are and how they can help.

I take time to understand my client's personal situation and tailor a plan according to their unique needs and circumstances. The goal always is open and honest 2 way conversation, the more questions, the better the outcome! We provide a no-fee initial consultation.

Our services include personal insurance, business insurance and claims management. Our claims team is highly proficient in handling the end-to-end claims process for our clients seamlessly.

I sincerely uphold the Code of Ethics for advisers and always act in the best interest of my clients.

Expertise

  • Insurance Protection

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Bronze
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Master of Practising Accounting
  • Language spoken
    • English

3Point Insurance

117 Poath Rd
Murrumbeena, VIC 3163

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892