Partner with a Life Insurance Specialist
Help your clients secure the financial protection they need with a trusted, professional service. We handle the entire insurance process, allowing you to add significant value to your clients while you focus on what you do best.
How It Works
Step 1: You Refer Your Client
Quickly and securely submit your client's details through our simple online referral form. It takes less than two minutes.
Step 2: We Handle the Rest
We will contact your client, gather relevant information to understand general client requirements, provide general information and prepare comparison quotes from Australia's leading insurers.
Step 3: You're Kept Informed
We provide you with automated updates at key milestones: when the quote is sent, when the application is submitted, and when the policy is approved.
Referall Programm
Benefits of Our Partnership
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Your Clients Are in Safe Hands
With over 16 years of experience and a CPA (Financial Planning Specialist) designation, we provide general guidance and ethical service. We have a strong track record of supporting clients during claims, ensuring your clients get the support they deserve. -
A Seamless Extension of Your Brand
Our professional, no-pressure approach enhances your reputation. We treat every client with the utmost care, reflecting positively on your business. -
An Additional Revenue Stream
In recognition of your valued referral, we offer a transparent and competitive commission-sharing arrangement. We handle all compliance, making the process effortless for you.
Referral Programm
Ready to Protect Your Clients?
Submit your first referral today and join our Foundation Advisory Group. It’s the easiest way to add value to your client relationships and grow your business.