Insurance Services
Personal & Business Insurance | Sunshine CoastBecause Life Is Full of Uncertainties…
Without a doubt, you are the most vital asset in the creation of a lifestyle and earning an income. That is why personal insurance is so important.
When something goes wrong, like you have an accident, fall ill or someone passes away, it can be a time of great stress. The last thing you want to be dealing with is financial issues. Additional pressure from mounting bills or money worries simply exacerbates your stress, when you should be focused on healing and recovery.
If you are either an Employee, Self-Employed, Small Business Owner, have family members or dependents that rely on the income you earn, have debt such as a mortgage, you need to consider Personal Insurance to protect your loved ones if you should pass away or fall ill.
While our office is based in Maroochydore the majority of our insurance team work remotely from home. This provides flexibility in being able to assist you anywhere within Australia. It not only improves our client relationships and satisfaction, but it allows for our team to improve their work-life balance.
Types of Insurance We Provide
Life Insurance
Life Insurance provides a benefit in the event of death or diagnosis of a terminal illness.
Total & Permanent Disablement (TPD) Insurance
TPD Insurance provides a benefit in the event you suffer a disability and are unlikely to ever work again.
Income Protection (IP) Insurance
Trauma Protection/Critical Illness Insurance
Child Life/Trauma Protection Insurance
Child Life/Trauma Protection Insurance provides financial security for the family should a child suffer a listed event or pass away.
Business Expenses Insurance (BEX)
Buy/Sell Insurance
Buy/Sell Insurance is designed to manage the risk to a business should a business owner exit due to death, disability or illness.
What are the advantages of using Poole and Partners Investment Services?
Our Insurance Specialists will assess your risk, suggest what cover is best suited to your needs, help you take out the policy, explain your policy and any special situations you need to be aware of. Your insurance policies will then be fully managed and maintained and a yearly review will be conducted to ensure the insurance policy is still suited to your needs and situation.
Should you need to make a claim, we will handle all aspects of the claim’s process on your behalf to ensure your claim is processed as quickly as possible and to help you on the road to recovery without additional stress.
Need To Make A Claim?
Unfortunately, accidents & health events do happen. As part of our insurance provider service, we’ll happily process your insurance claims for you. As professionals in the industry we can get you the best result in terms of payouts and entitlements.
Start the claim process by contacting us today.
Claims Paid To Clients
Below is a summary of claims we have provided to clients since 2010. Importantly, the majority of these claims would not have been paid if it wasn’t for our specialty Claims Management System (CMS), understanding of specific product definition/features, providing the correct initial tailored advice and providing an ongoing review service.
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