Insurance for Financial Services
As a financial advisor or someone working in financial services, you’re acutely aware of how important it is to manage risk appropriately.
That’s what makes insurance an absolute necessity for any business where you are dispensing financial advice. You need to know you are covered in the case of any claims against you.
Insurance Web provides business insurance for financial services focused organisations including:
- Financial planners
- Investment Advisors
- SMSF Professionals
- Mortgage brokers
- Leasing companies
- Fund Managers/Investment Managers
- Private Equity Firms
- Family offices
- Building societies
- Credit unions
- Asset Managers
At Insurance Web, we’ve developed a very deep understanding of the industry you’re working in and exactly what types of cover you’ll most likely need. We also understand that every financial services professional provides a unique service, and, therefore, will need a unique, tailored package, so you won’t be overpaying or left unprotected.
To get a custom quote (and yes, you really NEED a custom quote so you don’t end up paying too much or, even worse, with insufficient cover, we really need to talk to you.