Why Choose Us

WHY CHOOSE Insurance Mate?

A decade ago our team set out to find a way to bring a cost effective to the everyday Australian in an efficient way to reduce costs and reduce the conflicts found in the traditional financial planning landscape. We have used 10 years of data from our traditional financial planning practice to develop the algorithms within Insurance Mate , and still to this day we are modifying them to suit the never ending changes life , regulations and world brings.

From the very beginning, Insurance Mate was created to challenge the traditional financial planning firm of the time. With the growing costs of seeing a financial planner going up and up we needed to find a solution.Insurance Mate was founded out of a need to provide client focus advice (opposed from the traditional bank ‘product’ sell) . 

We’re not a Big Bank or a risky start-up. We’re part of PIP Group, a national financial services company that was founded in 2010. We draw on decade of real word financial planning experience and client first vision to make Insurance Mates algorithm truly power and effective.

WHY GO FOR A SELF-LICENSED PRACTICE?

We own and operate our own Australian Financial Services License and can freely decide on the advice and strategies that are right for you.

We are not owned or controlled by a bank, superannuation fund, union or insurance company.

This allows the perfect foundation for our advisers, who use their professional judgement when making recommendations to clients.

WHY WE DO WHAT WE DO

From the very beginning, Insurance Mate was created to challenge the traditional financial planning firm of the time. With the growing costs of seeing a financial planner going up and up we needed to find a solution.

Since day one we have never been a traditional financial planning firm and our motto reflects this.

This is because we could see flaws in the pre post royal commission system.

Our philosophy is simple; we LOVE what we do

  • Understanding that insurance should be used strategically to solve a problem, and not just for the sake of having it;
  • Running as efficiently as possible to ensure our fees remain economical, and our firm remains accessible.
  • Developing strong and professional relationships with our clients by having annual catch ups to ensure that our clients know that we are ALWAYS here to help.

We are self-licensed, so there is no hidden agenda behind our investment philosophy.

Our beliefs are our differences

 We find solutions not just products.

● Fundamental protection of your lifestyle.● Clients are people, not just numbers.● We are with you for the long term.● Lifestyle financial planning.● Each of our financial planners as a minimum are degree qualified and have experience in all aspects of financial planning and insurance advice.

The right financial adviser has the potential to provide outstanding value for money