Insurance Consulting

We’ll Make Sure You Have the Right Insurances to Safeguard Your Investment

Life doesn’t always go as well as we plan. Sometimes, we experience major life-changing events that can impact your property. But, you don’t need to be knocked down.

We will ensure you have the right insurances in place to protect your assets from these major financial upsets.

Protect Your Investment

ClearPath Financial provide a reliable insurance consulting service to ensure you’re prepared to handle a crisis. We’ll have an in-depth conversation with you about the insurances you have in place so we can better assess their quality and reliability, and identify any gaps in your protection plan. If there are opportunities for you to improve your policies – we’ll refer you to a qualified insurance broker or provider to take care of you.

We have relationships with many insurance providers who specialise in:

  • landlord insurance
  • risk
  • trauma
  • life protection
  • health protection
  • income protection

Our Insurance Consulting Service

Before we review your insurance needs, we’ll get to know you. The real you.

  1. We start with a fact-finding session to learn who you are, your needs and priorities, your current financial position, and your investment portfolio.
  2. We provide a basic plan. We identify your risks and gaps in your insurance protection.
  3. We refer you to one of our qualified insurance partners who can provide a suitable insurance policy to protect your savings and your assets.
  4. We work closely with you as your financial coach to help you progress your insurance strategy and ensure you remain protected.

Our Customer-First Focus

We’re not here to charge you at every stage. That’s why the first two steps are obligation free. It’s our opportunity to learn who you are, what drives you, and what you want to achieve. And, it’s your opportunity to learn more about your insurance needs and options and how we may be able to help you.

We’d love to meet you. You can find us on Adelaide Street, Brisbane city.

Call ClearPath Financial to book your obligation-free appointment.

1300 229 672