Discover more information about each of the following services offered by SME Insurance Professionals Pty Ltd:
As your Financial Adviser, you can count on us to address your concerns pertaining to;
Financial Protection Programmes
We are not product sellers!
We are about having a conversation with you to find out what your concerns are and how we can tailor make a Financial Protection Plan that will best protect your concerns albeit, your Business or you and/or your family.
Our Commitment Is To YOU – Our Client!
Annual Reviews
It is imperative that we review your programme annually, even if it’s just a simple telephone discussion to ensure that your programme is continuing to meet your goals and objectives.
Claims Management
“Service Doesn’t Stop With Your Signature!”
Almost all claims are handled quickly and efficiently by the selected insurance companies and fund managers we deal with.
Should you encounter a problem or simply need assistance with an issue we provide SME Claims Support.
- Our commitment to you, our client, is to provide formal support in the event of a claim, the time when you may need our help the most.
- We will check the claim forms to ensure all answers and paperwork have been completed correctly and the appropriate supporting paperwork is in order.
- We will co-ordinate the forwarding of the claim papers to the correct department and or personnel to ensure efficient processing of the claim.
- We will provide support and assistance, in interpretation of the policy terms and conditions to ensure a full and reasonable understanding of your benefits under the contract.
- We will assist in the co-ordination and response of any further queries the claims department may have.
As part of the Risk and Investment Advisors Pty Ltd dealership, we have strong lines of communication with most of the Life Insurance Company’s and Fund Manager’s claims departments and their experienced staff that deal with these issues on a regular basis.
Specialised Knowledge
We live in a complex world; therefore, we have chosen to become specialists as opposed to being a “Jack of all trades”.
Our specialised knowledge is restricted to;
- Personal Debt Reduction
- Risk Protection
- Superannuation
Anything outside these areas, we call upon the assistance of our “Specialist Referral Network” to provide professional advice.
Specialist Referral Network
As your trusted adviser, we can facilitate an introduction to another professional that you may require assistance in. E.g. Partnership Wills Specialist, Financial Planner, Accountant, and General Insurance Broker etc.