How We Help When You Need to Claim
When you need to make a claim, you should not have to deal with the insurer on your own. We help you through the claims process from your first phone call to the insurer’s final decision, and we don’t charge you for it.
- Talk to us first. Call Greg and we will go through what your policy covers and what the insurer is likely to ask for.
- Lodge your claim. We help you complete the claim forms and gather the supporting documents, such as medical reports and income details.
- Follow up with the insurer. We stay in contact with the insurer on your behalf and keep you updated along the way.
- Understand the outcome. We explain the insurer’s decision and talk you through your options.
Claims We Can Help With
We help our clients with claims on the personal insurance we have arranged for them, including life insurance, TPD insurance, trauma insurance, child trauma insurance, income protection insurance and business expense insurance.
Every claim is assessed by the insurer against the terms of your policy, so the outcome and timing depend on your cover and your circumstances. If you are unsure whether you can claim, get in touch and we will talk it through with you.
Claim Your Free Consultation
Want to find out more or not sure where to start? Get in touch for your free consultation. We’ll meet you at a Perth location that’s convenient to you to discuss how we can help you.
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Reviewed by
Principal · Advanced Diploma of Financial Planning (Deakin University), Bachelor’s degree (Edith Cowan University)
Greg Maguire reviewed this page to make sure the information is accurate and reflects current insurance practice. It is general advice only and does not take your personal circumstances into account.