Koschel Simpson Mattner. Our Care... Your Success. Accounting & Business Advisors QLD

Insurance Services

Insurance

Insurance is a very important  part of our clients' plan to protect their wealth, assets and income. Insurance provides peace of mind for our client's and their families. Many Australians are under-insured. You insure your car, right? So why wouldn't you insure your life, health and income?

Our experienced team finds the best insurance products available to suit our client's personal circumstances. We can assist in the following areas:

• Life insurance
• Income protection
• Critical illness insurance
• Total and permanent disability insurance
• Key person business insurance
• Business buy-sell insurance

Learn more about Risk Management.

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"I am an existing client of Koschel Simpson Mattner and recently contacted their Insurance division for Life Insurance.  I was offered a package deal to bundle up my existing Income Protection and Trauma with my Life Insurance policies.  Phil was very helpful.  He sorted out the best 'tax effective' solution for my needs with the net result being better Policies for less money!!  Great Result.

Phil gave me both both options and his recommendations were tailored to me and my needs, not some generic document.  This made me feel very comfortable to do business with KSM.

I would like to take this opportunity to commend the staff at KSM for their professionalism, attention to detail, seeking to understand my situation and needs.  Then tabling creative solutions to maximise the value delivered.  KSM truly are a partner that is essential to our business.  I would highly recommend KSM to all businesses out there."

Ian Ware MD Ultra-Tek

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KSM Wealth Pty Ltd is a Corporate Authorised Representative (CAR) of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951).

The advisers of KSM Wealth Pty Ltd provide financial services advice on behalf of the CAR as Sub Authorised Representatives of Professional Investment Services Pty Ltd.

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GENERAL ADVICE WARNING

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

KSM Wealth Pty Ltd is a Corporate Authorised Representative (No.326979) of Professional Investment Services Pty Ltd Head office address: Level 14, Corporate Centre One, Cnr Bundall Road & Slatyer Avenue, BUNDALL QLD 4217 T: 07 5574 0244 | F: 07 5574 0180 | info@profinvest.com.au | www.profinvest.com.au ABN 11 074 608 558 | Australian Financial Services Licence No. 234951

 

KSM Wealth Pty Ltd (CAR) no. 326 979. ABN 60 082 422 320. Robert Koschel is a sub authorised representative (ARN 244979) of KSM Wealth Pty Ltd