INSURE BROKERS AND FINANCIAL PLANNERS

Stuart Harrison started Insure Brokers & Financial Planners in January 1999.

With the help and support of his family, friends and valued clients, the company has grown from a one man operation to what it is today. Insure Brokers & Financial Planners has an amazing team of dedicated, motivated and friendly people with across the board qualifications and 137 years combined experience, to assist clients with all their Financial Planning, Assurance, Insurance and Healthcare needs.

We understand that decisions regarding your insurances and financial planning are both a systematic one, as well as an emotional one.

The 6 step financial planning process is the cornerstone of our advice, and together with a client centric view we aim to provide the best possible solutions to you- our client.

Through this understanding and individual planning, we aim to build a long term and value-added relationship with you.

Treating Customers Fairly (TCF) is an outcomes based, regulatory and supervisory approach, designed to ensure that specific, clearly articulated fairness outcomes for financial services consumers, are delivered by regulated financial firms.

We strive to be large enough to provide you with the level of service that you would expect, but small enough to know each of our clients by name.

I would like to thank each and every one of you, our existing clients, for your support and loyalty over the years and look forward to many more together.

Not a client yet? !! – We look forward to welcoming you as a client, engaging with you and treating you as a friend.

Through this understanding and individual planning, we aim to build a long term and value-added relationship with our clients.

We commit to professional, honest, fair and easily understandable advice at all times.

We strive to be large enough to provide you with the level of service that you would expect, but small enough to know each of our clients by name.

By incorporating the fundamentals above and attending to clients’ needs with due skill, care and diligence our vision is to be recognised as the brokerage of choice in our area.

The principles of care, trust and fairness to the client outweigh all other considerations.

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