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
5.0
Based on 20 reviews
OUTSTANDING to say the least,,😁 Jason Matthey thanks heaps for all your help mate absolute legend, u got me a great policy for a great price and u are great to talk to mate thanks heaps again for ur work, highly recommend this team they go over and above to get u the best value for wat u need,, 👌👌👍🇦🇺
Nazza chessells
Nazza chessells
09:47 10 Oct 19
Dealing with Insurance Web is always such a pleasure. They are extremely helpful and offer top quality advice whatever the issue on which you are needing help. You can have complete confidence that they always have your interests as their highest priority.
Steve Wanmer
Steve Wanmer
02:03 09 Aug 19
Service Quality and Price is what we all want and Jason and his team delivered. thank you
Paul Metcalfe
Paul Metcalfe
06:37 16 May 19
Jason handles all of our insurance needs, business, personal, car and bike. His knowledge and professionalism is second to none. The best carefully tailored policy at the best price always. The nature of our auto restoration business calls for a unique type of cover for client vehicles, also public liability and so forth. Jason did all of the necessary legwork to obtain the best cover, giving us options with cover, excess choices and premium payment options to assist with cash flow. If you want prompt courteous service......
Giovanni Gerardo Ambrosi
Giovanni Gerardo Ambrosi
07:58 13 Oct 17
Quick and reliable service. Great service
Oriano Giammichele
Oriano Giammichele
22:02 04 Jul 17
Jason has done a great job looking after our business insurance fire many years now. Always very competitive and fantastic service.
matthew fox
matthew fox
21:56 04 Jul 17
Jason and his team were very professional and cratered my personal business needs and what i needed.Highly recommended.
Cameron Armitage
Cameron Armitage
21:49 04 Jul 17
Well. What can be said. The first time I had to lodge a claim, it was so smooth and easy. After youth set fire to the building in located in with 4 other businesses. I found I was covered for more than I realised and got a clear picture of what I could claim for. Renewed every time with him and my premiums have had little change in costs. The team at insurance web is not only professional but easy to talk to even when your under pressure & extremely busy.
Nathan Dobbins
Nathan Dobbins
21:46 04 Jul 17
Knowledgeable and up to date. Great service
Kirsty Newbery
Kirsty Newbery
21:38 04 Jul 17
Jason and his Team do a great job of providing what every business needs according to a full insurance analysis combined with great service, well done guys.
Roland Knight
Roland Knight
03:18 14 Dec 16
I use insurance web (Jason)for my business insurance needs they are very approachable and professional
Michael Marjoribanks
Michael Marjoribanks
08:47 07 Dec 16
We all need insurance, but don't have time to think about it! Jason at Insurance Web takes the pain out of it, and explains it in plain English. Easy as, peace of mind!
Kathy Patterson
Kathy Patterson
22:18 06 Dec 16
Wow. These guys have saved my business on every claim. Had a fire and my business had to close the doors for a couple of weeks. He jumped and had a adjuster onsite within 24 hours. Assisted in getting me functioning and told me everything I was entitled to. So glad he had taken over my insurance seems to know everything I needed and price was fantastic
Core Computers
Core Computers
22:10 06 Dec 16
Just Blue Home Services have used Jason from Insurance Web to arrange our business insurance.We were extremely happy with the service and time that Jason took to make sure that he sourced the right insurance for us at the best price.
Deborah Marler
Deborah Marler
21:56 06 Dec 16
I've been using Insurance Web the past 3 years w great ease & confidence knowing that I have the right cover for my home & business. Jason, Suzy & Sonya have always been extremely good w their communication, which I have appreciated greatly. Thank you.
Dr Jeffrey Hannah
Dr Jeffrey Hannah
00:15 27 Feb 15
InsuranceWeb for RTO, Vocational Student Placement, Trainers and Assessors insurance needs
Jason Matthey
Jason Matthey
20:44 16 Apr 13

Insurance Web provides business insurance for financial services focused organisations including:

Professionals

  • Financial planners
  • Accountants
  • Investment Advisors
  • SMSF Professionals
  • Mortgage brokers
  • Leasing companies

Institutions

  • Fund Managers/Investment Managers
  • Private Equity Firms
  • Family offices
  • Building societies
  • Credit unions
  • Asset Managers
Request A Quote or call our friendly team on 1300 800 091

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.

Request A Quote or call our friendly team on 1300 800 091