Insurance for Financial Services

As a financial advisor or someone working in financial services, you’re acutely aware of how important it is to manage risk appropriately.

That’s what makes insurance an absolute necessity for any business where you are dispensing financial advice. You need to know you are covered in the case of any claims against you.

Insurance Web

5.0

Based on 52 reviews

Just Blue Home Services have used Jason from Insurance Web to arrange our business insurance.We were extremely happy with the service and time that Jason took to make sure that he sourced the right insurance for us at the best price.

Deborah Marler

8 years ago

I've been using Insurance Web the past 3 years w great ease & confidence knowing that I have the right cover for my home & business. Jason, Suzy & Sonya have always been extremely good w their communication, which I have appreciated greatly. Thank you.

Dr Jeffrey Hannah

10 years ago

InsuranceWeb for RTO, Vocational Student Placement, Trainers and Assessors insurance needs

Jason Matthey

12 years ago

Could not recommend highly enough! My area of work is quite niche, and the team worked tirelessly trying to get me and my activities insured. I felt like no question was a stupid question, and I'm thankful they gave me the time of day.

Mikaela Copland

3 days ago

The guys at Insurance Web are excellent at what they do! I have been using their services for a few years now for my small business in Brendale. They are locally based and really understand the needs of local businesses. Very prompt and professional service, always providing the best taylored solutions for insurance products. So friendly and easy to deal with. Highly recommended!

Elena Mastyuk

2 months ago

As a small business owner, I was on the lookout for an insurance provider who could offer not only competitive pricing but also exceptional customer service and expert advice. This is what made Insurance Web stand out from the other brokers I considered.Laurena, in particular, played a crucial role in my decision to choose Insurance Web. She went above and beyond in addressing all my questions, providing revised quotes and helping me navigate my policy.Her dedication and expertise made a significant difference in understanding and securing the right coverage for my business.I highly recommend Laurena and her team at Insurance Web for all your business insurance needs. Thank you, Laurena, for your outstanding service and support!

Brisbane City Pest Control

8 months ago

Travis from Insuranceweb is excellent and very thorough. We’ve been very impressed with the advice, service and follow up these folk have given us over the past few years. With every review we take another look at what's covered and how much for - it is a worth while exercise.If you're in business and you are looking for an expert to look after you very well, give Travis a call!

Ross Bakker

8 months ago

Travis was able to fine tune our insurance policy to fit us and clarify some details with our lawyer. Thanks heaps

Andrew C

8 months ago

We have been dealing with Laurena, Jason and Darren for over 3 years now and have never looked back. They always manage to make every experience a good experience. Highly recommend for all your insurance needs.

Jakob Gemmell

9 months ago

I absolutely love that I found Laurena at Insurance Web. She has been able to take the hard work out of finding the right policy for my needs - at the best price! As Laurena handled my own insurance needs so well I now recommend her and Insurance Web to all of my clients - I know they’re in great hands with her.

Kath Machen-Baxter

9 months ago

Laurena is amazing! I needed insurance for our business and Laurena was recommended to us through BNI North Lakes. This is possibly the best recommendation I have ever received. I was extremely happy with the insurance deal we got, and the level of service we received. She repeatedly worked after hours, and provided quotes for multiple insurance companies, which ended up saving us thousands of dollars. Thanks Laurena !

heath plain

9 months ago

Travis is incredibly knowledgeable and an absolute pleasure to work with. When I need coverage or advice the team at insurance web is my first port of call.

Jason Leembruggen

11 months ago

Great service, great advice, well done.

Tim Bone

11 months ago

As a small business owner I had been searching for an Insurance provider that could not only offer me a competitive price, but back it up with customer service and advice. This is what made my decision in choosing Insurance Web over the "other brokers"!What set them apart was Laurena who went above and beyond to answer my questions, re-quote and help me navigate the minefield of legal jargon with my professional indemnity policy.Highly recommend Laurena for all of your business insurance needs and the team at Insurance Web! Thank you Laurena for exceptional service!

Jennifer Wallace

a year ago

The team at Insurance Web consistently save their clients money on insurance premiums plus provide a personalised claim process to save their clients lots of time processing claims. Definitely worth a phone call.

Warren Pavey

a year ago

I found myself needing insurance very quickly, Laurena went above and beyond to ensure my policy fit my business needs. Friendly, professional & very efficient, pricing was competitive too. I would highly recommend Laurena & Insurance Web.

Bobbi-Jo Ives

a year ago

Jason & the team have been awesome to deal with. From the start, Jason was on the ball and provided me with all the options I needed within a matter of minutes. Speaking with Jason it is evident that he has a passion for what he does, and his wealth of knowledge is outstanding.Look forward to working with the Insuranceweb team again soon!

Hamish Warren

2 years ago

The team at Insurance Web have saved us time and money. Always very prompt and provide an excellent service!

Kelly Maxfield

3 years ago

Customer Service from this company is so refreshing and to be commended. From our professional business to personal insurances, any claims have been dealt with promptly and efficiently, without drama.

Michelle Simpson

3 years ago

Such great service at Insurance Web and Travis couldn’t be more professional. They are always extremely timely in their responses and make the whole process so easy, no matter how big or small the policy. Highly, highly recommend!

Mary

3 years ago

I can highly recommend working with Travis and the team at Insurance Web. After we had a house fire in our home it was clear that the team had carefully selected the insurance suitable for us and handled all of care. We couldn't be happier with the service that we have received and will continue to use them for both our business and personal needs. Highly Recommend!

Melissa Woodcroft

3 years ago

I contacted 3 brokers for a quote on insurance and Connie from Insurance web was the first to get back to me with a quote. The price of the insurance was very fair and nearly half the price of the other quote.The 3rd broker didn't get back to me at all.Connie's understanding of the insurance I needed was surprising and it was a pleaser to deal with her. Insurance web's ability to get my insurance sorted in such a timely manner was amazing. I couldn't recommend them higher.

Andrew Dunn

3 years ago

Couldn't recommend higher. Have been using them since my first year in business and they've been super on the ball about renewals, arranged for custom policy terms/dates for me, pro-actively queried price increases of policies and researched alternatives with quality recommendations which ones are recommended and which ones aren't, and have been fantastic at liaising with the insurances on my behalf to clarify any questions and scenarios. Special shoutout to Connie & Travis!

Rob Hemsing

4 years ago

Insurance Web have been organising our insurances for a number of years now and we have consistently been blown away by them. Nothing is too much trouble, the team are amazing. We can't thank Jason, Travis, Curtis, Renee & their team enough for what they have done for us over the years.

Tara Forrest

4 years ago

I have been a client of Insurance Web for close to 10 years. They are an outstanding local business.I have had a claim during this time, and Jason and the team are highly responsive and walked me through the whole process. They have an extremely efficient setup and are always very quick to communicate between the relevant parties and myself. I highly recommend this company.

Matthew Peirce

4 years ago

Fantastic service and very reliable. Highly recommended

Debbie Rainbow

4 years ago

Amazing work from the team at Insurance web. They made sure our business had the correct insurance to the work we do and explained all the finer details of the policy’s

Cameron Sleep

4 years ago

Insuranceweb has been looking after my business insurance for three years. They always provide a great service and are more than happy to answer my questions. Highly recommend!

Amanda Bradbrook

5 years ago

Big thank you to Travis for organising our insurance needs. He was super professional and efficient with getting quotes back to us as soon as possible. Couldn’t recommend him enough.

Tanayha Totoro

5 years ago

Very helpful with any questions I have had. Knowledgeable and genuine, (I deal with Jason Matthey in particular) these guys are great to work with.

Dave Bremers

5 years ago

OUTSTANDING to say the least,,

Jason Matthey thanks heaps for all your help mate absolute legend, u got me a great policy for a great price and u are great to talk to mate thanks heaps again for ur work, highly recommend this team they go over and above to get u the best value for wat u need,,

Nazza chessells

6 years ago

Dealing with Insurance Web is always such a pleasure. They are extremely helpful and offer top quality advice whatever the issue on which you are needing help. You can have complete confidence that they always have your interests as their highest priority.

Steve Wanmer

6 years ago

Service Quality and Price is what we all want and Jason and his team delivered. thank you

Paul Metcalfe

6 years ago

Jason handles all of our insurance needs, business, personal, car and bike. His knowledge and professionalism is second to none. The best carefully tailored policy at the best price always. The nature of our auto restoration business calls for a unique type of cover for client vehicles, also public liability and so forth. Jason did all of the necessary legwork to obtain the best cover, giving us options with cover, excess choices and premium payment options to assist with cash flow. If you want prompt courteous service......

Giovanni Gerardo Ambrosi

8 years ago

Quick and reliable service. Great service

Oriano Giammichele

8 years ago

Jason and his team were very professional and cratered my personal business needs and what i needed.Highly recommended.

Cameron Armitage

8 years ago

Well. What can be said. The first time I had to lodge a claim, it was so smooth and easy. After youth set fire to the building in located in with 4 other businesses. I found I was covered for more than I realised and got a clear picture of what I could claim for. Renewed every time with him and my premiums have had little change in costs. The team at insurance web is not only professional but easy to talk to even when your under pressure & extremely busy.

Nathan Dobbins

8 years ago

Knowledgeable and up to date. Great service

Kirsty Newbery

8 years ago

Jason and his Team do a great job of providing what every business needs according to a full insurance analysis combined with great service, well done guys.

Roland Knight

8 years ago

I use insurance web (Jason)for my business insurance needs they are very approachable and professional

Michael Marjoribanks

8 years ago

We all need insurance, but don't have time to think about it! Jason at Insurance Web takes the pain out of it, and explains it in plain English. Easy as, peace of mind!

Kathy Patterson

8 years ago

Wow. These guys have saved my business on every claim. Had a fire and my business had to close the doors for a couple of weeks. He jumped and had a adjuster onsite within 24 hours. Assisted in getting me functioning and told me everything I was entitled to.So glad he had taken over my insurance seems to know everything I needed and price was fantastic

Core Computers

8 years ago

Deborah Marler

8 years ago

Dr Jeffrey Hannah

10 years ago

InsuranceWeb for RTO, Vocational Student Placement, Trainers and Assessors insurance needs

Jason Matthey

12 years ago

Mikaela Copland

3 days ago

Elena Mastyuk

2 months ago

Brisbane City Pest Control

8 months ago

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Insurance Web provides business insurance for financial services focused organisations including:

Professionals

Financial planners
Accountants
Investment Advisors
SMSF Professionals
Mortgage brokers
Leasing companies

Institutions

Fund Managers/Investment Managers
Private Equity Firms
Family offices
Building societies
Credit unions
Asset Managers

Request A Quote or call our friendly team on 1300 956 230

At Insurance Web, we’ve developed a very deep understanding of the industry you’re working in and exactly what types of cover you’ll most likely need. We also understand that every financial services professional provides a unique service, and, therefore, will need a unique, tailored package, so you won’t be overpaying or left unprotected.

To get a custom quote (and yes, you really NEED a custom quote so you don’t end up paying too much or, even worse, with insufficient cover, we really need to talk to you.

Request A Quote or call our friendly team on 1300 956 230